Family Offices

Whether you’re a single-family office or a multi-family office, our solutions are custom-built to meet the unique needs of your business. Our attentive service is tailored to help with a comprehensive suite of trading tools for sophisticated investors and reliable brokerage execution.

Advanced technology

Packed with analytic and risk-management tools, our award-winning* trading platform connects you to multiple asset classes.

Private Brokerage

Focus on your goals as our Concierge team works with you directly, from consultation and onboarding to integration and on-going support.

Tailored customization

Create your ultimate trading experience with flexible solutions, including trading tools, margin rates, order routing, pricing plans, and more.

How we help family offices

As a self-clearing, direct-market-access firm with global experience, we offer a wide range of solutions for family offices. With our high-touch customer support, TradeStation’s Institutional Solutions, including our award-winning trading platform, are designed to help you execute your fiduciary duties while respecting your risk tolerance. Whether you want to analyze opportunities, manage client accounts from one place, or find a cash solution, we’re here to help you create the ultimate trading experience.

Sophisticated trading technology, built by traders who know what professionals want

The TradeStation platform is designed to help build and execute sophisticated trading strategies, with tools to help manage risk and execute across multiple client accounts. Main features include:

  • Advanced analytics and low-latency trading software, including our specialized options and futures platforms
  • Algorithmic and automated trading solutions
  • Third-party software integrations, including CQG, PortfolioShop, and more
  • Desktop, web, and mobile apps to keep you connected in and out of the office
  • Web and FIX API protocols

Personalized service and dedicated support from onboarding to integration, and beyond

A sophisticated trading platform demands an equally sophisticated customer experience. Get direct access to our Concierge team of traders, ready to help customize your trading experience and make answering your inquiries a top priority. Main features include:

  • Individualized solutions built specifically to meet your family office’s needs
  • Custom pricing, including negotiable margin rates and credit interest rates
  • Direct access to your own Concierge agent to handle questions, concerns, and inquiries
  • Personalized sessions to configure your platform to support your trading and risk-management strategies
  • Library of resources to accelerate your platform skills

A customized experience, from brokerage services to trading platforms and beyond

TradeStation’s Institutional Solutions are highly customizable and are built to meet your family office’s needs. Most components can be catered specifically to your business, including our reliable back-office services. Main features include:

  • Direct market access across multiple asset classes, including equities, options, futures, and futures options
  • Programmable trading platform customization via proprietary EasyLanguage
  • Configurable order routing technology with block trade capabilities and support for DMA orders
  • More than 100 years of historical and real-time market data
  • Negotiable fully paid securities lending program
  • Permission-based access to trading and reporting

Strength and security

Our Institutional Solutions are carefully crafted from a position of strength

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With a strong capital position, conservative balance sheet, and insurance measures like SIPC coverage and our Lloyd’s of London policy, we put the security of your funds at the forefront of everything we do. We do not engage in any proprietary trading and TradeStation Securities custodies the majority of customer and firm cash deposits at global banks and counterparties. TradeStation International is authorized and regulated by the Financial Conduct Authority in the United Kingdom.

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As a subsidiary of Monex Group, Inc., a trusted Japanese financial services firm that trades publicly on the Tokyo Stock Exchange (8698:TSE), our fiscal position is available for anyone to see – and so is theirs.

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