The money you have entrusted to our care represents years of hard work and sacrifice. The advice we give, and the actions we take, will impact you and your family for decades to come. We do not take this task lightly. Our Family Office Services are designed to provide a comprehensive suite of solutions, meticulously tailored to preserve and enhance your legacy across generations.
Wealth Management with Clarity, Confidence, & Control
”The money you have entrusted to our care represents years of hard work and sacrifice. The advice we give, and the actions we take, will impact you and your family for generations to come. We do not take this task lightly.
Kevin A. KaylakieFounder & CEO
Who We Serve
High Net Worth Families
Significant wealth often comes with elevated complexity. We help you simplify these issues through an integrated approach to your estate, financial, tax, and investment planning.
Executives & Founders
Executives and founders have a unique set of considerations. From corporate stock plans and executive compensation to exit strategies focused on maximizing the post-tax return, we provide you guidance on the issues that matter most.
Private Equity Partners
Lack of liquidity, high income volatility, and tax complexities are some of the common circumstances we help our GP clients address. The solution includes a comprehensive plan designed to coordinate your team of professional advisors and give you back your most precious resource, time.
Family Offices
Navigating the landscape of the family office world can be complex. We consult with large families to determine the scope and solutions necessary to successfully launch and operate a true family office. We help you determine what should be outsourced and what should be maintained in house.
Emerging Wealth
We understand that much of your wealth may be invested in your company. However, the best time to seek advice and optimize your outcome may be before your exit. Proper pre-exit planning can lead to significant savings.
Retirement Readiness
Strategies to protect your wealth and preserve your income during retirement are at the forefront of your mind. We can help you customize a plan with the goal of maximizing your income and minimizing taxes.
What We Do
Investment Management
Investment management should not be a “one size fits all” proposition. The structure of a well-designed portfolio should not only be aligned to the goals of the family, but also include a multi-asset class approach. Equities, fixed income, commodities, alternatives, and real estate may all play a significant role in a meeting a family’s investment objectives.
Alternative Investments
We have a deep focus on diligence of a wide array of alternative investments for the families we serve. Our network of general partners provides our client’s access to exclusive investments that are typically not found at brokerage firms and private banks.
Financial Planning
Financial planning is your roadmap to financial well-being. It involves understanding your current financial situation, setting goals for the future, and creating a plan to achieve them. This plan considers saving, investing, managing debt, and protecting yourself from financial risks.
Trust, Tax, and Estate Strategy
Your focus should not be on what you make, but rather on what you keep. After-tax returns are paramount to the long-term success of wealth creation and preservation. Ownership and structure of assets play a significant role in search of enhanced net returns and efficient transfer of wealth.
Account Aggregation and Reporting
To make sound financial decisions, you need to ensure access to accurate, timely information regarding all aspects of your financial life. Knowing WHAT you own is the first step to knowing WHY you own it.
Philanthropic Planning
Giving away your wealth is not simply a tax exercise, but a reflection of your values. Coordinating the giving of assets with other financial decisions can be a catalyst to more fully living out your beliefs and values.
Banking and Lending
Navigating the landscape of banks and lenders can be tedious. We give you a pre-vetted network of banks and lenders who specialize in serving affluent individuals and family offices. Allowing you to skip the headache of finding a banking partner who understands you.
Risk Management and Insurance Review
Risk is either known or unknown. We help you identify and define risks to the family so that you can properly mitigate them through precise insurance planning and understand the impact of any risk you choose to retain.
Family Office Consulting
There are significant nuances present when serving single family offices. The mandate to protect and grow the family wealth can manifest differently depending on the dynamics and mission of the family. We walk along side our families as fiduciaries with the goal of constructing strong outcomes and avoiding conflicts.
Family Office Services
Running the “business” of the family. Paying bills and keeping track of the accounting can be a daunting task, especially for families with multiple entities. We help you simply these burdensome tasks so you can focus on what is important and fulfilling in your life.
Let’s build your plan.
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Accolades & Recognition
