Family Office Services Without Ultra-High Minimums
Accredited investors shouldn't be forced to choose between traditional portfolios and private investment opportunities typically reserved for larger accounts. We provide institutional-level access to SpaceX, defense technology, and pre-IPO companies through transparent structures designed for qualified investors.
Our Core Competencies
We integrate four key areas of wealth management into one coordinated approach, designed so your financial strategies work together rather than in isolation.
Wealth Management
We coordinate your retirement income, tax-efficient portfolios, trust strategies, and risk management into one unified plan. No more juggling disconnected advisors. We work to align every financial decision with your overall strategy while focusing on preserving wealth for future generations.
Private Market Access
We provide access to defense technology, pre-IPO companies, and growth-stage investments like SpaceX and Anduril through our institutional relationships built upon transparent structures and thorough due diligence.
Founders & Executives
We help you transition business gains into lasting family wealth through exit planning, business structuring, and retirement plan designing. Whether you're growing, transitioning, or selling your business, we coordinate strategies that are designed to optimize both your company and personal financial goals.
Family Office Services
We coordinate family financial activities, philanthropic planning, and family governance to help preserve wealth and maintain continuity across generations. From coordinating advisors to facilitating family meetings, we bring clarity and structure to complex family finances while simplifying decision-making.
End the Chaos of Disconnected Financial Advice
As family wealth grows, so does the complexity of managing CPAs, attorneys, insurance advisors, and investment managers pulling in different directions.
We address this fragmentation by providing centralized family office coordination that works to align every aspect of your financial life around your family's values and long-term vision.
We Empower You
Family Office Services Without Traditional Barriers
Traditional family office models either require high wealth minimums or serve large client bases. We provide personalized family office coordination designed around your specific family needs and values.
Donor-Advised Funds and Charitable Trusts
Support Charitable Impact While Addressing Tax Considerations
Structure your philanthropic giving while coordinating with tax advisors to implement charitable planning vehicles. We help ensure your charitable legacy reflects your family's values while your tax advisor addresses the tax implications.
Multi-Generational Wealth Transfer
Preserve Wealth Across Generations Through Strategic Planning
Create wealth transfer strategies that prepare the next generation for responsible wealth stewardship. Our approach includes partnering with attorneys for trust structuring, generation-skipping strategies, and education designed to help your family wealth support future generations.
Values-Based Giving Strategies
Align Charitable Giving with Family Mission and Legacy
Develop philanthropic strategies that reflect your family's core values and create lasting impact. We help establish family foundations and giving frameworks that unite multiple generations around shared purposes and charitable objectives.
Foundation Planning and Management
Establish Legacy Vehicles for Lasting Impact
Structure and manage private foundations that perpetuate your family's charitable mission across generations. From initial setup through ongoing administration, we help your foundation operate efficiently while working toward both tax benefits and charitable outcomes.
Education Funding and Inheritance Preparation
Prepare Heirs for Responsible Wealth Management
Implement education funding strategies while preparing beneficiaries to handle inherited wealth responsibly. Our approach includes education funding coordination designed to help the next generation manage family assets.
Cross-Border Planning for International Families
Navigate International Wealth Management
Coordinate multi-jurisdictional wealth strategies for families with international assets, residences, or business interests. We work with international advisors to address compliance requirements across multiple countries and regulatory environments.
Family Governance and Communication
Establish Decision-Making Frameworks That Support Family Unity
Facilitate family meetings and establish governance structures that promote healthy communication and unified decision-making. Our structured approach helps families develop constitutions, mission statements, and conflict resolution processes that help preserve relationships alongside wealth.
Coordination and Oversight
Central Coordination for All Your Financial Relationships
Serve as your family's financial coordination point, working with attorneys, CPAs, insurance advisors, and other professionals toward unified strategy execution. This helps reduce conflicting advice and works to align financial decisions with your overarching family objectives.
Family Office Services Designed for You
Personalized service without high minimums, unified financial coordination, and multi-generational planning designed around your family's values.
Personalized Service Without High Wealth Requirements
Access family office services typically reserved for families with significant assets. Our multi-family office model provides dedicated attention and customized strategies regardless of your current asset level, helping your family receive institutional-level service.
Unified Strategy Across All Financial Decisions
End the frustration of conflicting advice from multiple advisors. We coordinate every aspect of your family's financial life—investments, tax considerations, estate planning, insurance, and philanthropy—working to align all decisions with your long-term vision and values.
Multi-Generational Legacy Preservation
Protect and transfer wealth across generations while preserving family relationships and values. Our approach combines wealth transfer techniques with family governance structures designed to preserve both financial assets and family unity.
Don't Let Another SpaceX Pass You By
Schedule a private consultation to explore current opportunities and learn how we provide institutional-level private market access. Your family's wealth deserves uncompromising investment opportunities.
