family office prime broker

Family Offices

Family Office Brokerage Services

We understand the distinct needs of individuals and families managing complex wealth portfolios across diverse account types and asset classes. Our comprehensive prime brokerage services deliver tailored solutions—from custody and seamless trade execution to flexible financing and detailed reporting—crafted to support your long-term goals of wealth preservation and sustainable growth.

Sunshine Prime offers account for persons or entities that can encompass a wide range of account types, for example, rollover IRA, trusts, foundations and personal accounts of the principal, family members and close associates.

We pride ourselves on delivering personalized service and institutional-grade resources to family offices that seek more than just a transactional relationship. Our senior-level team is here to provide the expertise and attention you deserve.

All prime brokerage services are provided as introduced prime brokerage relationships through our clearing partners.