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Strategic Planning

Hi. I'm Stephen Martiros. I serve as an independent consultant to private investors, family offices, privately held businesses, and family foundations. Please note that I am not an investment advisor and do not make investment recommendations.

My engagements often begin when a client needs help planning a transition such as simplifying their overall wealth management process, preparing the next generation of family members, managing a liquidity event, or forming a family office or family foundation.

My Process

I typicically start by conducting a comprehensive baseline analysis of your current situation. Next, I develop criteria based upon your specific requirements for services and expertise. Finally, I help you evaluate options and implement your plans.

Phase 1 Research

Phase 1.  Conduct a bottom-up review of your current situation including your specific needs, personal, family, and philanthropic goals, and unique circumstances.

Phase 2 Analysis

Phase 2. Develop a summary of the strengths and weaknesses of your current situation and recommend options for moving forward.

Phase 3 Implementation

Phase 3. Implement your plan including prioritizing objectives, developing a timeline, and executing the plan based upon our mutual agreement on next steps. 

Martiros Project Timeline

Baseline Diagnostic Process

Guiding Principles

My guiding principles serve as the foundation of providing independent research, analysis, and guidance.

Embody Integrity

I am committed to ethical behavior, honesty, fairness, transparency, and accountability.

Pursue Excellence

I am relentless in the pursuit of measurable results based on rigorous analysis, strategic thinking, and persistent effort.

Empower People

I help people establish and achieve goals, make good choices, and improve their knowledge, powers of reasoning, and judgment.

Seek Alignment

I help people align their goals, strategies, relationships, activities, and incentives.

Think Holistically

I evaluate issues from diverse perspectives and multiple timeframes to better understand potential solutions.

My Background

I started working as an independent consultant in 2010 essentially by chance when a large single family office contacted me with the goal of finding someone "outside the system" to manage a strategic redesign of their family office. While never setting out to be a consultant, one thing led to another and over the last decade I've developed a rigorous analytical process and wealth management framework to help families manage complex transitions, simplify their operations, and reduce financial friction.


Previously I served as the Managing Partner of CCC Alliance, where I helped build America's largest private network of single-family offices, and founded Summitas an award-winning B2B cloud software application for family offices. I started my career as an investment advisor with E.F. Hutton followed by Alex. Brown & Sons.


I received my BS and MBA from Babson College where I later co-founded the Babson College Bertarelli Institute for Family Entrepreneurship, and received both the Snyder Award for Distinguished Service and the Cruikshank Award for representing the highest ideals of service and loyalty to the college.

I still operate "outside the system" and have no affiliations, sponsorships, or financial arrangements with investment advisors, money managers, banks, insurance companies, or any other financial institutions. I pledge that in connection with the services performed for my clients, I will not solicit or accept any payment or compensation, either directly or indirectly, from any party other than the client.

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