Stelac Advisory Services LLC

Stelac Advisory Services LLC, established in 2007, is an SEC-registered investment adviser based in New York, specializing in providing international clients with a comprehensive multi-family office solution. Acting as intermediaries, they offer services such as asset allocation, estate planning, family governance, and philanthropic advice. Stelac manages client accounts on a discretionary and/or non-discretionary basis, with approximately $2.6 billion in regulatory assets managed on a discretionary basis as of December 31, 2024. Clients can impose reasonable restrictions on investments. Stelac offers model portfolio management services with three primary portfolios catering to different risk profiles. The firm does not charge performance-based fees and primarily serves international high-net-worth individuals, families, and institutions. Stelac's investment strategies focus on identifying appropriate asset ratios based on client goals and risk tolerance, primarily utilizing ETFs. The firm does not vote proxies on behalf of clients and does not require prepayment of fees exceeding $1,200. Stelac's fee structure for investment supervisory services ranges from 0.40% to 1.00% of assets under management, with negotiable fees based on client circumstances. The firm also provides consulting services with fees ranging from $30,000 to over $250,000 per year, depending on the complexity of the client's circumstances. Stelac does not have any reportable disciplinary events and does not maintain custody of client assets.