Exceptional value, delivered.
To deliver exceptional value, we start with a deep understanding of YOU - your personal, financial,
and business worlds.
Optimization is much more than handing you a product to solve your problem. As a problem solver, I focus on what’s truly important to you. And, because I am attuned to your vision, issues, concerns, and opportunities, I can coordinate the efforts of your team to develop and implement high-impact solutions aligned with your deepest desires.
Our Family Office Approach
Our integrated Family Office approach is designed to give all our clients the opportunities and advantages of having a highly functioning family office that supports all aspects of their lives. And, while we have a long list of tools at our disposal, our ability to provide customized solutions that address your complex issues, needs, and wants stems from our combined years of experience and passion for helping our clients. In addition, we help develop your team of consummate professionals and ensure seamless integration and communication amongst team members.
Investment Management
Investment management
We oversee the management of investments, including discretionary investment accounts, private equity, private credit, alternatives, and socially responsible passion investments.
Wealth Planning
Multifaceted wealth planning
Income Tax Planning: Look for ways to legally mitigate taxes and identify opportunities to grow wealth in legal tax-free accounts.
Estate Planning: Provide wealth transfer strategies that allow you to transfer your wealth to inheritors and across generations in a tax-efficient manner.
Business Succession Planning: Plan for the companies you own to be transferred to or sold in alignment with your vision.
Asset Protection Planning: Help you take full advantage of the versatility of insurance options to protect wealth, create wealth, generate tax-efficiencies, cover debts, and more.
Charitable Tax Planning: Help you serve as benefactor to the causes you care about through optimized, tax-efficient gifting.
Marital and Related Relations Planning: Coordinate with your attorney to help smooth family relations through the setup of trusts, prenuptial agreements, and more.
Cross-border and Global Planning: Support your identity as a global citizen, helping you deal with financial issues that may arise when you move to a new country or make global acquisitions.
Life Management Planning: Provide fully customized strategic recommendations for living a long, healthy, deeply satisfying life.
Personal & Family Support
Governance services
If your family were a business, we’d be your CFO.
We’ll coordinate with your administrative service providers to:
1. Deal with all tax compliance matters
2. Develop and update your family balance sheet
3. Produce income and cash flow statements
4. Provide budgeting plans
5. Handle bill paying and expense reporting
6. Track and report on investments
7. Handle bookkeeping
Lifestyle services
As you live your desired, full life, you may need us to coordinate with life service providers as well, including:
Concierge Medicine: Integrate concierge medicine with your wealth planning, connecting you with some of the best doctors in the U.S. so you can live longer and healthier.
Family Security: Keep your family safe and secure, coordinating with private security to provide:
○ Property protection
○ Privacy and cyber protection
○ Extensive background checks
○ Personal protection
○ Travel safety and security
○ Asset recovery
○ Investigations and due diligence
Tutors and Specialists: Arrange for the support of specialists and tutors as needed.
Loans: Coordinate with specialists that can help you secure loans as needed.
Life Insurance: Use Life Insurance as a versatile tool for creating and protecting wealth.
Educational and coaching services
An optimized life requires ongoing education as your life and finances evolve.
We’re here to provide easy access to specialists who support you and your family through coaching and education.
Educating & Coaching Children: Empower your children to manage their money, deal with taxes, and optimize their relationships in a way that can help supercharge and accelerate their success. We’ll guide the next generation as they live their own unique lives while carrying your family legacy forward. We can also help prepare children to inherit a significant fortune or to take over the family business.
Educating & Coaching Spouses: Often one spouse knows more about financial matters than the other spouse does. Rest assured that we’ll work with your spouse to educate them on financial concepts and guide them in making confident, informed decisions.
Special Projects: As your vision evolves and needs come up, we help manage one-off projects.
