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Who we serve

Who we work best with

We work with clients of varying ages and stages. While most of our clients are business owners, we also work with professionals, executives, and folks from the tech startup world.

What you do is less important to us than your mindset and financial circumstances. The more boxes you tick below, the better the odds are that we'll work well together.

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Mindset

You want to work collaboratively with a trusted advisor in a long-term partnership.

You want to achieve personal growth (emotional, intellectual, and spiritual) as much as financial growth.

You want to establish generational wealth and ensure your family is well-prepared to handle it.

You want to explore ways to use your wealth to make a positive impact.

If anything happens to you, you want to ensure your family has someone to help them handle the financial decisions.

Financial

You own one or more operating companies (+1 if you're planning to exit your business).

Your wealth is spread across various types of assets (e.g. stocks, real estate, private equity, wine/art, etc.).

You work with professionals (accountants, lawyers, etc.) who operate in silos, leaving you stuck in the middle.

You work with money managers but you're unsure how they are performing and what you're paying them. 

You are experiencing a life-changing increase in income or wealth and want to make the most of it.

Let's figure out if we're a good fit

Book a time for us to chat at your convenience.

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Case Studies

The following case studies are composites of actual clients and how our virtual family office has improved their lives.

Jaden & Amaya (mid 30's)

Early career doctor / tech sales

Jaden and Amaya came to us while expecting the arrival of their first child. Jaden knew he needed to incorporate his growing medical practice, and they were wondering how to prepare and what to expect when Jaden took over his inheritance from his parent’s family trust.

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Dylan & Taylor (early 40's)

Mid-career tech founder & therapist

Dylan and Taylor started working with us after Dylan exited his tech startup and was preparing to start another. The two wanted to know what kind of runway Dylan had for his next business and how much Taylor could dial back at work without risking their family’s financial security.

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Jonathan & Lauren (mid 50's)

Late-career serial entrepreneur

Jonathan & Lauren came to us for help to prepare to exit their largest business. Their biggest goal was to ensure this exit created generational wealth and would allow the two of them to stop working for profit and free their time to work on their passion for building social-purpose businesses. 

Read more