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.
- 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.
- 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.