Wealth management advisory for HNW families and founders

Clarify goals and risks

Before any portfolio choice, you get clarity. We start by mapping your full picture: operating companies, real estate, concentrated equity, trusts, insurance, art. Then we turn that map into a simple plan you can explain at the dinner table. Your goals drive it - financial independence, business growth, impact giving, smooth succession. We size each goal in dollars and time so tradeoffs stay visible. Next comes risk. We test cash flow under stress, check lender covenants, model tax bills, score key-person exposure and set a liquidity ladder for 3, 12 and 36 months. You leave with a one-page brief that lists decision priorities, owner roles and guardrails. It keeps emotions steady when news is loud. Meetings follow a clear cadence with agendas, minutes and actions so progress compounds. We also set communication rules, from who signs to how updates move across advisors. Reports stay plain, dashboards stay clean and numbers tie out. This is wealth management advisory for HNW families focused on calm control, not noise. With that foundation, investments, taxes and governance finally pull in the same direction. You know who does what, when meetings happen and which metrics matter. The result is less guesswork and more progress across business, portfolio and family life.

Build your family office

A single coordinator reduces friction and mistakes. Your family office services can be light or full, always tailored to how you live. At the core we put an Investment Policy Statement, consolidated reporting and bill pay that actually reconciles. Around that, you choose layers: household CFO support, manager selection, due diligence, private deal screening, treasury for cash and credit, insurance review, trust administration, philanthropy design. We act as a private wealth management firm that quarterbacks specialists you already trust. Documents move faster. Decisions get recorded. Fees and risks stay visible. Why carry that alone? We set clear service levels and a calendar so you know exactly what arrives each week, month and quarter. You get a secure portal, clean dashboards and a single number to call when life changes. If a sale, new property or board seat appears, we update the plan, brief your CPA and lawyer, then put it in place. Vendors are vetted with checklists and reference calls. Cash movements follow tight controls with dual approvals and alerts. You keep oversight without micromanaging daily tasks. The right setup creates time for family, work and rest while keeping safeguards tight.

Strategy for complex wealth

Once goals and guardrails are clear, we design an investment strategy that respects complexity. Liquidity comes first: cash reserves, short duration bonds and flexible credit keep choices open. Next we size core public markets for global growth, then add satellites that fit your access and appetite: private equity, private credit, real assets, secondaries, co-investments. As your high net worth investment advisor we source, check and monitor with transparent criteria, then report in plain English. We map each holding to a purpose bucket so you see why it exists. I watched a founder breathe easier after we mapped liquidity, taxes and legacy onto one page during a stormy quarter. Risk control stays practical: tax-aware rebalancing, position limits, currency guidance, pre-trade checks, post-trade reviews. We coordinate with banking to manage pledged collateral and rates. When opportunities show up we can move quickly because signatures, capital calls and wiring are already tested. Performance matters, but alignment matters more. We also set exit windows and pacing so capital calls match cash flow. Scenario charts show how the plan behaves across inflation, rate spikes and market drawdowns, keeping you ready without guesswork.

Tax trust and legacy

We work beside your CPA and estate counsel to reduce tax drag and keep documents current. Annual plans cover gain and loss harvesting, QSBS reviews, netting strategies for options, estimated payments and gifting schedules. Trusts receive clear funding instructions and investment mandates. Where useful we evaluate grantor trusts, GRATs, SLATs, QTIPs and family partnerships, always in line with your values. Charitable plans can start simple with a donor-advised fund, then grow into a foundation when governance is ready. We document beneficiaries, powers and control so surprises do not surface later. Business owners get continuity plans for key people, buy-sell terms and liquidity if something unexpected happens. Our team keeps an audit-ready file of statements, K-1s and valuations. You sign less, you sleep better. Legacy is not only the documents. It is the stories, decisions and habits that teach the next generation how to be good owners. For cross-border families we coordinate residency rules, treaty benefits and reporting. We schedule estate reviews after major events like births, marriages or liquidity, then track open tasks to finish. Everything sits in plain checklists you can read in minutes and share easily.

Governance and next generation

Good governance turns intentions into durable habits. We help you write a family charter that defines purpose, decision rights and meeting cadence. We set an owner education path for teens, young adults and new spouses so everyone learns investing basics, risk, credit and giving. We run short, useful meetings with agendas, minutes and actions. Family office wealth planning also covers shared assets like homes, aircraft and art so use, costs and stewardship stay fair. For operating companies we help design board structures, role clarity and succession. For crises we prewrite playbooks with call trees and interim authorities. Your values drive it all, not ours. Over time you see less friction and fewer surprises. Most important, you build trust because everyone understands how choices are made. We agree on voting thresholds for big moves, limits for commitments and a simple escalation path. We create a shared glossary so terms mean the same thing to everyone. Next-gen programs can include internships with managers, philanthropy projects and shadow seats. We also add cybersecurity training, password policies and recovery plans for digital assets. An annual retreat brings perspective and strengthens relationships without turning meetings into lectures.

Bottom line: With a clear plan and tight governance, you protect growth, reduce stress and keep family harmony.