As a self-clearing, direct-market-access firm with global experience across multiple asset classes, we offer a wide range of solutions to family offices whether they’re single-family operations, multi-family offices, or expanding into something new. With our high-touch customer support through our dedicated Private Brokerage Concierge team, our custom solutions are designed to help you achieve your goals on time and on budget. Whether you want to analyze opportunities, manage client accounts from one place, or find a new cash solution, we offer scalable solutions that will help your family office reach its milestones.
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Yes. TradeStation’s institutional platform includes portfolio management and allocation tools designed for family offices managing multiple accounts. Direct market access, EasyLanguage® customization, configurable order routing, and block trade capabilities are available across the portfolio. Feature availability may vary by account configuration.
TradeStation Securities custodies client assets with funds held in segregated accounts, separate from firm capital. The firm maintains a conservative balance sheet, does not engage in proprietary trading, and primarily deposits customer and firm cash at global banks and counterparties. Additional excess coverage is maintained through Lloyd’s of London.
TradeStation provides access to more than 100 years of historical and real-time market data across equities, options, and futures. This data supports analysis, backtesting, and strategy development. Data availability and depth may vary by subscription and asset class.
Yes. TradeStation’s proprietary EasyLanguage programming language enables family offices to develop custom indicators, automated strategies, and personalized analytics without extensive coding knowledge. EasyLanguage uses English-like syntax with thousands of built-in keywords and functions. Past performance of backtested strategies is no guarantee of future results.
TradeStation’s platform is designed to help family offices execute fiduciary duties with tools for risk management, multi-account execution, compliance reporting, and audit-ready record-keeping. Dedicated relationship managers provide ongoing consultation aligned with each office’s governance requirements.
Connect with our Institutional Sales Desk for personalized trading and technology solutions built around your family office’s priorities.
+1-800-328-1267
Monday – Friday
8.00 a.m. – 5.00 p.m. ET
This information is for institutional investor use only. This information may not be provided or forwarded to anyone that is not an institutional investor. Retail investors should not act or rely on this information.
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