FOR PROFESSIONALS

Our core focus is helping families but we recognize many professional advisors (accountants, trust officers, planned giving professionals, private fiduciaries, attorneys, trustees, financial advisors, family office officers, and financial planners) don’t have the cross functional expertise, ensemble support or bandwidth to explore and implement complex strategies and solutions for their wealthier clients.

WEALTH EFFICIENCY.

• We are known for employing creative wealth enhancement strategies for ultra-high-net-worth families.
• We help liberate families’ wealth by unhinging it from solution 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 their wealth from loss and leakage.
• We help bring your client and their team to the table working as a cohesive unit to improve wealth outcomes.
• We adhere to an investment philosophy that focuses on getting the best absolute return for their time horizon.

WEALTH PURPOSE.

• We unpack their family values and dreams.
• We help their family get purpose clarity then define it, implement it, and track it.
• We help make their family’s purpose the impetus of their wealth.
• We significantly lessen the burdens of their wealth.