Special Needs Family Office (SNFO) Program

The Special Needs Family Office (SNFO) Program is designed to help our clients manage their money and their life more effectively, and deal with all the complications and transitions in their life so they can achieve lasting peace and freedom.

Like a traditional family office, our program includes helping our clients with all the areas of their financial life. In addition to this, we help our families in key areas required for their social care needs. These two halves can be thought of like the brain with the left half focused on the traditional realm of holistic wealth management and the right half being the day to day social care issues that special needs families must learn how to manage and deal with.

Wealth Management Planning

Cash Flow/Banking/Credit

We help put together a cash flow plan that is right for you and your family. Income and expenses are very unique to every special needs family and we help you navigate this in a way that creates long term success. We can also introduce banking and credit relationships.

Insurance

Cash Flow/Banking/Credit

We help make sure you and your family are protected from the risk of death, disability, and/or financial hardship through loss of income. We also discuss government assistance income programs and best practices for these.

Estate

Cash Flow/Banking/Credit

Investments

We help you and your family set up your estate and assets properly per your desires. This may include a Guardianship, and/or other provisions for your special needs family. We also have relationships with estate professionals who can help create a very customized plan for you.

Investments

Retirement/Financial Independence

Investments

Our investment portfolio creation process is unique and very different. We will build a portfolio based on your family's risk tolerance and goals but we go beyond the traditional asset allocation cookie cutter approach. We can allocate to private equity, credit and alternative investments when appropriate.

Retirement/Financial Independence

We help you and your family prepare for retirement and/or long-term generational financial independence. We help you put your family's future and your own well-being on equal footing so one doesn't destroy the other.

Tax/Charitable/Business

Retirement/Financial Independence

We offer pro-active guidance and planning on taxes and how to maximize your income while legally minimizing your overall tax burden. We can also assist in charitable and business planning to ensure your wealth is distributed in the most tax-efficient manner possible.

social care Planning

Functional Forecasting

Government Benefits Support

Functional Forecasting

This entails planning for your family's future needs. We help you look ahead to understand how your loved one's needs may change over time so you are prepared. We can help you project future physical abilities and future support needs. We help you make informed choices about services, support, and resources so you can plan ahead with confidence.

Caregiver Support

Government Benefits Support

Functional Forecasting

We help you plan for the support needed in daily life so care feels manageable, safe and sustainable over time. This includes helping determine how much assistance your family will require over time to safely complete normal daily activities with the right level of support and staffing in place.

Government Benefits Support

We help you understand what income support options are available for your family's situation and help guide you through this process to ensure this supplemental income assistance will be in place and is in the right standing to be properly received.

Education - IEP - Planning

Housing/Equipment/Physical Support

Government Benefits Support

We help you navigate in-state and potential out of state school system structures and resources so your loved one can get the appropriate education they need. This includes assistance with your IEP and any additional school planning analysis reports created for your loved one.

Housing/Equipment/Physical Support

We help your family plan for your current and future housing needs. This includes ensuring the right equipment is in place to support mobility and safety. This also includes planning for future equipment needs. We help you determine what will be needed for a safe, comfortable living space that works for your loved one now and as needs change.

Life Transition Planning

Housing/Equipment/Physical Support

We help your family prepare for all important future life changes - schooling, adulthood, and other impactful events that could require changes in care - so those transitions feel smoother and less stressful. We also offer integrated concierge services as needed for your family for certain specific needs such as accessible travel planning and more.

Copyright © 2026 StillHaven Family Office - All Rights Reserved. StillHaven Family Office is a DBA of McHenry Capital, LLC, a registered investment adviser in the state of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. StillHaven Family Office provides financial-advisory and financial-planning services through appropriately authorized personnel, together with non-clinical social care planning, navigation, coordination, referral, and related services. StillHaven Family Office does not itself provide medical or mental-health diagnosis, clinical assessment or treatment, nursing, clinical social work, or other social-care services requiring separate professional licensure. When appropriate, StillHaven family office helps clients identify and coordinate with independent qualified professionals and service providers.