We are a boutique Multi-Family Office dedicated to serving successful entrepreneurial families.

Our purpose is to significantly alleviate the personal burden associated with being a successful entrepreneur. We believe that if we can deliver on that mission, the families we serve will be able to take more control over their time and invest more energy in the people and causes most important to them.

In order to achieve our client’s stated goals, they expect for us to make critical information easy for them to understand and tasks simple for them to delegate. In response to these expectations, they empower us to lead their professional advisory team while holding us accountable for creating an environment consisting of effective communication and proactive collaboration.

All of our clients share two traits, tremendous success and an entrepreneurial spirit. While they represent different industries and varying backgrounds, the overwhelming majority are self-made business owners who share common goals such as reducing taxes, protecting assets from creditors, building an orderly plan to eventually transition the ownership of their business, and efficiently giving to charity. Due to our specialization, we’ve found that we deliver the highest value once a client’s wealth surpasses certain thresholds.

 Clients generally exceed one of the following criteria:

• $20,000,000 of assets (including liquid and illiquid holdings e.g., real estate and operating business)
• Annual business revenue of $25,000,000
• Personal annual income of $2,500,000 (from all sources - including business)

Because we focus so much of our time and attention on entrepreneurial families, the majority of their net worth is often tied up in illiquid holdings such as real estate, oil and gas interests, operating businesses and private equity. For the families that have accumulated meaningful liquid holdings, almost always in taxable accounts vs retirement accounts, we take a “global balance sheet approach” and strive to counterbalance the inherent risk of their existing holdings with investments that are liquid, transparent, tax efficient that possess low explicit and implicit costs.

Specifically, we manage model portfolios that consist primarily of DFA and Vanguard funds in addition to a customized Equity Income strategy designed for clients who either want direct stock exposure or who need to efficiently work out existing positions before the model portfolios are appropriate for them.