The Clarius Group

A Shared Family Office

We are a loyal fiduciary serving individuals and families throughout the Northwest and beyond.

Our Purpose

To Serve.

Clarius exists for one purpose – to serve our client families. As a fiduciary, we shoulder the responsibility of our clients' broad financial needs with the goal of returning what cannot be quantified – time and peace of mind – so our clients can pursue their true passions.

Our Model

Alignment.

Clarius's shared family office model, with alignment at its core, stands in stark contrast to industry norms. Our approach starts with a philosophy that we exist to serve our clients and that our clients’ interests sit above all others. This perspective informs everything we do, from the services and advice we provide to the way we manage the firm. Our goal is for each family to experience Clarius as their single family office.

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Client Rights

Defined.

Only when we develop a strong foundation of trust can clients truly have the freedom and peace of mind to pursue their true passions. We work hard to earn our clients’ trust every day by delivering on the following rights:

  • The Right to Clarity – Transparency is fundamental
  • The Right to Security – Protect client privacy and information integrity
  • The Right to Loyalty – Put client interests above all others
  • The Right to Collaboration – Drive communication across all stakeholders
  • The Right to Mastery – Pursue highest standard of excellence

Our Services

Comprehensive.

We return time and peace of mind to our clients by taking responsibility for any services with a financial component. Our services fall into investment management and family office services. Family office services include:

  • Bill payment
  • Cash flow management
  • Banking and credit support
  • Insurance and risk management coordination
  • Tax and estate planning and coordination
  • Philanthropic strategy and administration
  • Entity oversight and management
  • Other services as needed
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The parking garage is on Madison Street between 3rd and 2nd Avenue.

© 2017 The Clarius Group