Single-family offices coordinate the tax, investment, financial, and estate planning of a family in one place. They are expensive, slow to build, and rarely make sense under $100 million in wealth. We offer the same coordinated experience — at the scale of a single, deeply engaged advisor — in two tiers calibrated to where you are.
A comprehensive advisory engagement built around a disciplined, tax-efficient long-term plan. Includes financial planning, tax structuring (including entity strategy and business-owner work), investment management, and estate coordination with your attorney.
Everything in Foundation Planning, plus the advanced work that a complex balance sheet asks for: advanced trust planning, private equity sourcing, private real estate sourcing, short-term rental structuring, and family/generational planning.
Their attorney knows the estate plan. Their CPA knows the tax return. Their investment advisor knows the portfolio. But no one is sitting above all of it, asking how the parts fit together — and whether the strategy that made sense five years ago still makes sense today.
A fractional family office fills that seat. You keep the specialists you already trust. We coordinate them, translate between them, and own the strategy that holds it all together.
Every relationship begins with a careful look at where you are: your balance sheet, your tax exposure, your spending and cash flows, your estate documents, your business interests, and the things that matter to you that don't show up on a statement.
We build a disciplined long-term plan: how the family spends, how that spending stays funded across the decades ahead, and how the whole picture stays tax-efficient through the changes in your life and the law. The plan is not a binder — it is a working document we revisit and revise.
We sit alongside your other advisors and put the plan into motion. Your CPA files the strategy. Your estate attorney drafts the documents. We make sure the work of each one reflects the strategy of the whole — and we close the loops between them.
A plan is only good as long as it stays current. We review the entire picture at least annually, and quarterly for the most complex relationships, adjusting as life and law change.
Disciplined long-term planning for spending, saving, and growing. We model your cash flows decade by decade, stress-test them against the things that change, and design every recommendation to be tax-efficient end to end. Retirement and longevity planning, education and family gifting, insurance and risk review, business-exit planning, charitable giving design — all of it lives inside the plan.
Multi-year strategies that treat the tax code as architecture, not arithmetic. For business owners: entity strategy (LLC vs. S-corp vs. partnership), S-corp election timing, owner-compensation planning, accountable plans, and tax-efficient business-expense design. For everyone: gifting strategies, charitable vehicles, Roth conversion ladders, basis planning, qualified opportunity zones, 1031 exchanges, and the dozens of smaller decisions that compound over a lifetime. We design the strategy in close coordination with your CPA.
Entity formation itself (filing LLC articles, drafting operating agreements) is performed by your attorney or a registered agent service. We design the structure and recommend the choice — we do not form entities.
Portfolios designed around your actual balance sheet — concentrated holdings, deferred compensation, business interests, real estate, and the liquidity you need to live the life you want. Portfolios serve the larger plan, not the other way around.
Trust structures, gifting strategies, charitable vehicles, and the design choices that determine how wealth moves to the next generation. We design the strategy. Your estate attorney drafts the documents. We make sure the documents reflect what you actually want and we keep the strategy current as the law and the family evolve.
Multi-generational trust strategy, dynasty trusts, irrevocable life insurance trusts (ILITs), charitable lead and remainder trusts, grantor-retained annuity trusts (GRATs), spousal lifetime access trusts (SLATs), and the design work that determines how assets move into the next generation while staying inside the lines of current tax law. We design the strategy in close partnership with your estate attorney, who drafts the documents.
Identifying, vetting, and modeling opportunities in private funds and direct deals appropriate to your balance sheet, accreditation status, liquidity needs, and overall strategy. We do not run a captive fund, and we do not accept compensation from fund managers. We source from the market and bring you the best fit for your plan.
Identifying off-market and small-syndicate real estate opportunities, modeling the economics, and helping you decide which deals fit the long-term plan. Coordination with the attorneys and CPAs who execute the deal mechanics.
For families building short-term rental portfolios, the tax and structural decisions can be worth more than the rental income itself. We design the entity structure, plan the tax election (LLC vs. S-corp), coordinate cost segregation studies, model the material-participation requirements that unlock the STR tax treatment, and make sure the whole position fits the larger plan — all in coordination with your CPA and attorney.
Preparing heirs, structuring gifts thoughtfully, and helping families decide what they want wealth to do (and not do) for the next generation. These are not soft questions — they are the questions that determine whether wealth survives a generation.
If any of these sound familiar, we may be the right fit: