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We coordinate with a select group of institutional-quality managers and strategists—chosen for their ability to deliver strong, repeatable outcomes and manage risk with discipline. You get a strategy, not a product. And your portfolio is integrated into the broader story of your goals and values.
Comprehensive coordination with your attorneys, CPAs, and trustees to ensure your estate reflects your intent—not just your balance sheet.
From trust structures to generational education, we help you prepare heirs to inherit responsibility, not just assets.
The most valuable advice is often about timing. We help you navigate uncertainty, see around corners, and make decisions that hold up under pressure.
Annual reviews, quarterly alignment, and access when it counts. We don’t overcommunicate—we communicate with purpose.
Comprehensive planning and ongoing investment management for multigenerational families. This includes integrated investment oversight, estate and tax strategy alignment, legacy planning, and direct access to me as your dedicated advisor.
0.85% on assets under management from $1–5M
0.75% from $5–10M
0.65% for $10M+
For families at a transition point—sale, inheritance, succession, or estate redesign—who want strategic planning without ongoing management. This one-time engagement includes a full review of existing structures, a custom legacy roadmap, and coordination with your attorney, CPA, or family members as needed.
$10,000–$25,000 based on complexity and scope
Step 1: Initial Conversation
No pitch. Just a candid discussion to explore what’s on your mind & whether we’re a fit.
Step 2: Clarity & Context
We gather the full picture—documents, dynamics, and the outcomes that matter most.
Step 3: Strategic Plan
You’ll receive a clear, tailored strategy that aligns investments, estate, and long-term intent.
Step 4: Ongoing Partnership
If we continue, I become your advisor—someone who knows the full story and stays with you through every season.
