A private advisory firm for a limited number of families, typically with $10M+ in investable assets.
Advising across capital, estate coordination, succession, and generational strength.
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A private advisory firm for a limited number of families, typically with $10M+ in investable assets.
Advising across capital, estate coordination, succession, and generational strength.
Founded by Maggie Bilby, CFP®, after more than two decades advising families through complex wealth decisions. The firm works with a limited number of families, typically with $10M+ in investable assets, who need disciplined thinking around capital, succession, and legacy.
We advise families across investment management, capital strategy, succession planning, estate coordination, governance, and generational decision-making.
Families often come to us through trusted introductions, usually when decisions are becoming heavier: wealth has grown, complexity has increased, and the next generation is coming into view. These examples reflect the strategic questions families need to address before pressure becomes crisis.
