Prime Services for Family Offices

An Institutional Platform for Family Offices

ConvergEx Prime Services offers an institutional prime services platform to family offices. Instead of settling for the services offered from a discount broker, or the costly and poor execution from a wealth management firm, a family office can take advantage of all of the same prime brokerage tools that we make available to our hedge fund clients. This includes advanced execution platforms across multiple accounts combined with risk management and performance reporting. 

Through our fully disclosed clearing relationships with Goldman Sachs Execution and Clearing, L.P., J.P. Morgan Clearing Corp., and  Pershing LLC, we bring our family office clients the benefit of boutique service and pricing, combined with professional clearing