Streamline Family Office, Inc.
SIMPLIFY. CLARIFY. CONTROL.

Why we are unique

Why we are unique

  1. We provide thoughtful execution for everything.

  2. We are exceptional at connecting all the dots while keeping the the big picture in sight.

  3. We are loyal. We approach every action with integrity.

  4. We always care about every detail.

  5. We evolve with our clients and are nimble.

  6. Our standards, confidence and competency are high; our egos are low.


The foundation of our business is compassion. Our client are unique. We wholeheartedly understand and appreciate the challenges significant wealth creates - within and beyond the walls of your home.
— Katie Sullivan, Founder