Learn how our services can work best for you.
We exist because clients want to gain control of their wealth. Families often use incompatible systems to manage their wealth. They spread their assets across many providers, and they pay non-standardized fees. We exist to level the playing field and build a mission control for our clients.
WHY WE EXIST
WHO WE SERVE
Our clients are families with multi-generational wealth and ambitions. They want to organize and streamline decision-making, and they see the value of a centralized approach to wealth management. We serve clients with a vision for their wealth, which we help clarify and implement.
We review and negotiate fees, consolidate the reporting of clients’ wealth, and help our clients evaluate investment proposals. We guide the management of their wealth through a holistic approach, taking into account their family’s total wealth and all of their most important goals.
WHAT WE DO
We work with individuals and families that need an accelerator as they transition into the modern world of financial services. Our tech-forward platform is designed to help them answer their most fundamental questions, and it enables them to make clear and confident decisions about their wealth.
Clients want to feel like they understand what they own. They want to feel confident they are making wise choices with their investments. They want to know they are getting value when they pay a fee. Our clients receive all of those things. Now, they can get back to what matters most to them.
Securely review and model data to customize your family office technology platform.
Document financial goals and build an investment policy statement.
Develop custom reports to answer your most fundamental questions.
Analyze and evaluate all investment strategies,
processes, and fees.
Negotiate better fees, construct more efficient portfolios, and structure a solid estate plan.
We empower individuals to make better financial decisions. We are planners, portfolio managers, advisors, and advocates.
Our versatile backgrounds and experiences come from time spent working within the financial industry in senior management roles and large single-family offices.
We aim to create transparency, maintain objectivity, and deliver excellent service.