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Don’t Settle For Less
A Virtual Family Office customized to the needs of the high net worth client.
The top three specialty areas in which high net worth individuals seek advice is tax planning, estate planning, and investment planning. This is accomplished by working with professionals such as an accountant or CPA, an estate planning attorney, and other specialized professionals such as:
A corporate fiduciary
Third-party investment consultants (for asset allocation and checking due diligence of asset managers)
A liquidity manager (to handle the likely large assets, such as yachts, multiple homes, and private aircraft), and
A specialty advisor, such as an art advisor or a classic car advisor.
This teamwork is a winning formula allowing us to alleviate the obligation to manage all of a client’s assets.
Charge Forward
Life Simplified
Family Office built for flexibility. Optimize your TIME to pursue what matters most.
Wealth Management
Liquidity & Exit Planning
Tax Strategies
Public & Private Investments
Private Banking
Legal, Estate & Philanthropy
Family Governance & Education
Lifestyle & Wellness
Personal Wealth Management
& Retirement Planning
Financial Planning
Risk Management
Investment Planning
Income Tax Planning for the Family
Estate & Legacy Planning
TAX-EFFICIENT PORTFOLIOS
Private Wealth Management
Independent Advice
Free from proprietary investments. Free from large Wallstreet banking and investment firm influence.
Private means Personal
Work directly with those responsible for investment decisions. Complete responsibility and accountability for every move.
Your Next Venture
Focused on wealth creation, exponential and disruptive technologies, and unique investments.
Business Owners
& Entrepreneurs
The legal forms of conducting business
Retirement Plans
Property and Liability Risk Issues
Personal, Security, and Professional Risks
Life and Disability Insurance
Involuntary and Voluntary Exit Planning
Accountable
Transparent
Fiduciary
ACCOUNTABLE TO YOU
Discuss and set proper expectations.
TRANSPARENT
Costs and fees fully disclosed, conflicts of interest eliminated and disclosed.
FIDUCIARY
We work for you. Your interests are our guiding principles.
C-Suite Executives
Maximizing the after-tax impact income and benefits
Understanding nonqualified plan options
Negotiating for benefits tailored to your needs, including severance plans
Personal, Security, and Professional Risks
Minimizing Taxes through advanced Gift and Estate Planning Strategies
Investing the Way it should be
Our Trusted Partners
