We help build and operate family offices.

An estate is a family-owned business.

Businesses work to maximize the risk-adjusted bottom line for shareholders.

In our experience, the way to truly add alpha for ultra-high-net-worth families is to utilize the best tax and estate structures, and partner with institutional investors to access elite investment opportunities.

We build family offices with proactive leadership that can rally the accountants, attorneys, insurance planners, and asset managers around a common goal: deliver massive ROI to the client.

Open Architecture estate construction

We help design and staff institutional family offices

We bring expertise to work with the family's favorite advisors. As needed, we also bring in the best in the country - without breaking the bank.

We have a deep network of:

Accountants
Trust and estates attorneys
Advanced planning techniques
Co-investments
Asset managers
Insurance professionals

Corporate financial strategy

We help shareholders optimize their business's value.

Pre-sale tax strategy
Finding the right banker or buyer
Navigating deal financing
Recapitalization
Post-sale liquidity management

Bespoke problem solving

We roll up our sleeves to tackle complex issues

Sometimes things happen:

A brand new crisis
A need for a skillset or team
A hard deadline

We are your right hand and we fix problems that matter.

Our Approach

Our system to create custom solutions based on deep expertise

Estate Analysis

We map out all of the assets and the work that has been done on the estate up until today.

This gives the client, their advisors, and us, a crystal clear view of the playing field.

Tailored Solutions

We work with attorneys, accountants, insurance and asset managers to create the best strategy for the client.

Options are laid out for the client, and they can choose which ones they want to pursue.

This includes a budget, a timeline, and a list of responsibilities for each stakeholder.

Execution Excellence

We map out every step of the project, make sure all parties are accountable, and adhere to a timeline and a budget.

We are on every phone call and report directly to the family.

Ongoing Support

Continuously monitoring and adapting strategies to ensure long-term financial success for our clients.

We help design estates for entrepreneurs in all fields

Our clients own middle-market businesses in sectors across the US, including:

Staffing

Healthcare

Lending

Travel

Technology

Nutriceuticals

Retail