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About
Gregory Stokes is Managing Partner at Stokes Family Office in New Orleans, where he oversees business operations and works directly with high-net-worth families to design comprehensive investment, tax, and estate planning strategies. In his role, Gregory focuses on developing client-centered solutions that address the complexities of multi-generational wealth management, ensuring a fiduciary standard and innovative approach for each family served.
His expertise spans asset allocation, portfolio construction, investment manager due diligence, and advising on charitable gifting, family governance, and succession planning, serving both individuals and institutions. Stokes Family Office advises on a diverse set of asset classes and sectors aligned with client needs—including traditional equities and fixed income, alternative investments, and real estate structures—supported by a collaborative, evidence-based process.
Gregory holds a JD, cum laude, from the University of San Diego School of Law and a BBA in Finance with Real Estate from Texas Christian University’s M.J. Neeley School of Business. He is a Certified Financial Planner™ professional and a licensed attorney in California (though he does not provide legal services at the firm). Prior to leading Stokes Family Office, he was a financial advisor at Stokes & Hubbell Capital Management and serves on the Board of Trustees for Manning Family Children’s, further reflecting his commitment to family-focused financial stewardship.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stokes Family Office | Managing Partner | Dec 2018 to Present | — |
| Manning Family Children's | Member Board of Trustees | Jul 2025 to Present | — |
| Stokes & Hubbell Capital Management, LLC | Financial Advisor | Dec 2012 to Jun 2019 | — |
| Hewlett-Packard | Tax Department | May 2011 to Nov 2012 | — |
| Cymer | Legal | Jul 2010 to Nov 2010 | — |
Education
University of San Diego School of Law
JD, cum laude
2009 — 2012
Texas Christian University - M.J. Neeley School of Business
BBA, Finance
2005 — 2009
Others at Stokes Family Office, LLC (2)
| Name | Role | Location |
|---|---|---|
| Analyst | New Orleans, LA , United States | |
| Analyst | New Orleans, LA , United States |
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