Modern Wealth Strategy for Families with Complexity
Your success didn’t happen by accident — your wealth strategy shouldn’t either. We design, coordinate, and integrate every piece of your financial world so you can grow with clarity and confidence.
Strategy led. Real estate fluent. Boutique by design.
The Blueprint — Your Strategic Foundation
Every client relationship begins with The Blueprint:
Your financial architecture, designed for clarity, structure, and long-term direction.
It is a fully integrated strategy built around the real-world complexity of your wealth: real estate, business interests, tax coordination, entity design, and long-term financial structure.
The Blueprint is the foundation of your Virtual Family Office and the framework that guides every decision we make together.
Annual retainer fees begin at $25,000*
and scale based on complexity, real-estate volume, entity structure, and coordination needs.
One process. One strategy. One coordinated plan for your entire financial ecosystem.
*Investment Management is a separate fee and is not required.
Modern families with meaningful complexity.
We partner with real estate builders, private practice physicians, and business owners whose financial lives require more than a generic plan.
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Real Estate Driven Families
Strategic planning for multi-property portfolios, multi-state holdings, partnerships, and development.
Designed for wealth builders who need clarity, structure, and integration. -
Physicians & Private Practice Owners
Multi-entity income, liability exposure, tax complexity, and limited time.
We bring strategy, coordination, and simplicity behind the scenes. -
Business Owners & Entrepreneurs
Where personal wealth meets business strategy.
We unify compensation, tax planning, liquidity, and long-term growth.
Core Elements of Your Wealth Strategy
Your financial life is an interconnected system — real estate, business interests, income streams, tax strategy, estate structures, and long-term goals. Our role is to design the strategy that brings it all together.
These are the core components of your strategic architecture.
Strategic Financial Architecture
We map and design your full financial ecosystem — integrating your cash flow, entities, real estate, business interests, and long-term objectives into one coordinated strategy.
comprehensive financial analysis
cash-flow & liquidity modeling
scenario planning & long-range design
major decision modeling
Real Estate Integration
Your real estate portfolio is central to your wealth.
entity structure & ownership flow
multi-state portfolio implications
partnership dynamics
tax positioning (with your CPA)
liquidity and leverage strategy
Estate & Structural Planning
We help you prepare the financial groundwork before legal drafting begins.
High-level structure review
Beneficiary and trust alignment
Planning integration across entities, assets, and future goals
Collaboration with your attorney
Tax-Aware Planning
We coordinate with your CPA to design:
tax-sensitive cash-flow strategy
entity & income optimization
high-level compensation design
forward-looking planning across business, real estate, and investments
Business Strategy Alignment
Your business decisions and personal wealth move together. We help you bridge both sides.
owner income & compensation
tax-aware reinvestment decisions
long-term planning for growth or transition
Risk Management & Asset Protection
We assess exposure across your entire financial system and coordinate with your team to cover any gaps.
liability & risk analysis
insurance structure review
asset protection considerations (attorney executes)
planning-level recommendations to mitigate exposure
Your Financial Life — Intentionally Designed, Fully Integrated
Your financial life is an ecosystem — interconnected, fast-moving, and shaped by the choices you make across business, real estate, tax, estate, and investments.
Our role is simple:
to bring structure, strategy, and long-term clarity to everything you’ve built.
We lead the integration so your entire advisory team operates in unison — not in silos
