We help wealthy families liberate their wealth.
Our core focus is helping ultra-high-net-worth families explore and implement better strategies and solutions for better wealth outcomes. We’ve worked with many families whose net worth typically exceeds $10 Million and who have complex financial lives, circumstances and strategies.
WEALTH EFFICIENCY.
- We pride ourselves for employing creative wealth enhancement strategies for ultra-high-net-worth families.
- We help liberate families’ wealth by unhinging it from service providers, contracts, and policy limitations.
- We identify big and small opportunities to lower tax obligations, lessen financial expenses and organize wealth.
- We identify opportunities to better protect your wealth from loss and leakage.
- We get your trusted advisors communicating.
- We adhere to an investment philosophy that focuses on getting you the best absolute return for your time horizon.
WEALTH PURPOSE.
- We unpack your family’s values and dreams.
- We help your family get purpose clarity then define it, implement it, and track it.
- We help you make your family’s purpose the impetus of your wealth.
- We help significantly lessen the burdens of wealth.
Here’s what working with us looks like.
With an initial engagement...
We uncover needs, dreams, challenges, and wealth circumstances.
We identify big and small opportunities to enhance your wealth.
We draft a wealth enhancement plan with clear wealth outcomes.
With your approval…
We coordinate with your trusted advisors.
We collaborate with leading tax, legal and risk management professionals.
We research creative solutions from simple to elegant.
We create an implementation plan/schedule to enhance your wealth.
We implement your wealth enhancement strategy to help you achieve better outcomes.