Boutique Family Office
Giving You Time to Pursue What Matters to You Most.
"In the end, it's not the years in your life that count. It's the life in your years."
Life Simplified
A New Paradigm to Reinvent the Way You Experience Wealth.
Because Your Family Deserves Better.
Centralizing Your Wealth
Bringing Together the Resources You Need At Each Step of Your Journey.
PORTFOLIO
Differentiating Strategies for
Tax Efficient Portfolios
Multiple wealth objectives to help optimize cash flow, protect assets and diversify opportunities. True Fiduciary® standards in your best interest.1
TAX
Proactive Solutions to
Minimize Tax Exposure
Tax planning and projections, tax return review, tax preparation and payments, pre and post sale tax strategies, and IRS correspondence.
LEGAL
Legal Counsel Coordination to
Help Protect Your Family
Coordination with legal counsel for asset protection, estate planning, pre-liquidity transactions, legacy & trust reformation planning.
PLANNING
Sophisticated Wealth Strategies
Customized for You
Goals-based planning, including cash flow, risk analysis, business exit strategies and liquidity planning. Financial independence quantified.
PRIVATE BANKING
Dedicated Care for Your
Private Wealth Needs
Cash management, credit and lending administration, access to trust services. Dedicated specialist for your day to day personal needs.
REPORTING
Transparency and Data-Driven
Clarity for Peace of Mind
Timely execution, real-time dashboards, unified platforms. Innovative performance reporting on and off platform for clarity of total net worth.
FAMILY
Guiding Your Wealth
Decisions Across Generations
Family mission, governance, education, philanthropy, sudden wealth advisory, goal planning, and family coaching services.
LIFESTYLE
Enriching Your Family's Lifestyle
to Enjoy Your Wealth
Cultivated resources, custom travel, bespoke experiences, medical intelligence, cybersecurity. Tailored planning for your unique needs.
