Alumia, a partner-led firm specializing in independent investment advisory services, and Somers Partnership, a trusted provider of wealth management services, have joined forces to deliver integrated Family Office and OCIO (Outsourced Chief Investment Officer) solutions.
We provide families, entrepreneurs, and advisers with access to coordinated expertise, independent oversight, and a trusted network of specialists across wealth management, governance, succession planning, and legacy preservation.
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We provide families, entrepreneurs, and advisers with access to coordinated expertise, independent oversight, and a trusted network of specialists across wealth management, governance, succession planning, and legacy preservation.
As wealth structures become more complex and increasingly global, families often face challenges coordinating multiple advisers, investment managers, banks, and service providers. Our partnership helps create alignment, clarity, and strategic oversight across these relationships while keeping each family’s goals at the center of every decision.
Who We Work With
We support a broad range of clients seeking long-term wealth stewardship and independent investment oversight:
Whether managing a recent liquidity event, preparing for succession, or seeking greater oversight of existing relationships, our approach is designed to adapt to each family’s unique circumstances.
Why Partner With Us?
Seasoned Investment Team
Modern family offices face increasingly complex investment and governance decisions, particularly when preparing for generational wealth transitions.
Our OCIO team brings more than 90 years of combined experience across public and private markets. Having worked together for over a decade, we combine institutional investment expertise with a deep understanding of family office dynamics, governance structures, and long-term wealth preservation.
Benefits
- Extensive experience across market cycles
- Deep understanding of multi-generational wealth challenges
- Institutional investment discipline
- Continuity and consistency in decision-making
Independence
Our advice is entirely independent and aligned with our clients’ objectives.
We operate with an open-architecture approach, free from product manufacturing or distribution incentives. This allows us to focus solely on identifying appropriate solutions for each family’s circumstances, objectives, and investment policy.
Benefits
- Objective decision-making
- No proprietary product bias
- Greater transparency
- Solutions tailored to family goals
Global Ecosystem
Family wealth often requires expertise extending well beyond investment management.
Through our network of professionals and specialists, clients can access support across governance, succession planning, private markets, philanthropy, tax coordination, family office structuring, and wealth preservation.
Benefits
- Access to specialized expertise
- Coordinated professional relationships
- Holistic wealth management support
- Global perspective with local understanding
Manager Selection Specialists
The quality of investment managers can have a significant impact on long-term outcomes.
Our team conducts extensive manager research and due diligence across traditional and alternative investments, helping families identify opportunities that align with their objectives, risk profile, and liquidity requirements.
Benefits
- Rigorous due diligence process
- Independent manager evaluation
- Access to specialist strategies
- Ongoing oversight and monitoring
Multi-Asset Class Expertise
We provide oversight across a broad range of investment opportunities, including:
- Global equities
- Fixed income
- Alternative investments
- Private equity
- Private credit
- Real assets
- Absolute return strategies
- ETF portfolios
This enables us to construct portfolios tailored to each family’s unique objectives and long-term plans.
Why Outsource?
Many families maintain relationships with multiple private banks, asset managers, professional advisors, and service providers. While this can provide flexibility and broad access to expertise, it can also lead to fragmented reporting, overlapping exposures, inconsistent recommendations, and limited visibility across the family’s total wealth.
An independent OCIO provides a consolidated perspective across the entire financial ecosystem.
Rather than replacing existing relationships, the OCIO acts as an independent coordinator and advisor, helping families make informed decisions while maintaining control of their assets and strategy.
Key Benefits
- Greater transparency across all assets
- Consolidated investment oversight
- Improved governance and reporting
- Better coordination among advisors
- Enhanced risk management
- Institutional-quality expertise at a reasonable cost
What Is an OCIO?
An Outsourced Chief Investment Officer (OCIO) provides many of the functions of an in-house Chief Investment Officer without the cost and complexity of building a dedicated internal investment team.
The OCIO acts as an independent investment partner, helping families establish strategy, oversee implementation, monitor risks, evaluate managers, and maintain alignment between wealth and long-term objectives.
The OCIO acts as an independent investment partner, helping families establish strategy, oversee implementation, monitor risks, evaluate managers, and maintain alignment between wealth and long-term objectives.
Our role is to bring clarity, discipline, and continuity to the investment process.
We provide families, entrepreneurs, and advisors with access to coordinated expertise, independent oversight, and a trusted network of specialists across wealth management, governance, succession planning, and legacy preservation.
As wealth structures become more complex and increasingly global, families often face challenges coordinating multiple advisors, investment managers, banks, and service providers. Our partnership helps create alignment, clarity, and strategic oversight across these relationships while keeping the family’s goals at the center of every decision.
How Does It Work?
Our Model
Our OCIO and Family Office model is designed to work alongside existing banking and advisory relationships.
There is no requirement to change custodians, banks, asset managers, or trusted advisors. Instead, we provide an integrated overview of the family’s affairs and help coordinate decision-making across all stakeholders.
- Greater clarity
- Stronger governance
- Improved coordination
- Better visibility across assets
- Enhanced decision-making
- Long-term stewardship of family wealth
By serving as a central point of oversight, the OCIO helps ensure that all elements of the family’s financial structure work together toward shared long-term goals.
Supporting Generational Wealth Transition
Successful succession planning requires more than transferring assets. It requires establishing a framework that enables future generations to manage and preserve wealth responsibly.
Our OCIO approach supports families by helping them:
- Define long-term investment objectives
- Establish investment policies and governance frameworks
- Create clear decision-making structures
- Educate and prepare future generations
- Maintain continuity during leadership transitions
- Align wealth management with family values and legacy goals
Through disciplined governance and independent oversight, families can create a lasting foundation for future generations.
What We Offer
- Bespoke Portfolio Advisory
- Comprehensive Investment Oversight
- Access to Select Investment Opportunities
- Governance & Family Office Support
- Institutional Quality with Boutique Agility
- Long-Term Value Creation