Harness the full potential of your wealth

We blend deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair you with advisers that turn those strategies into reality.

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Working with us

We help you build your personal balance sheet and financial outlook, pair you with a curated shortlist of financial, tax and/or legal advisers, and the final decision is yours. From there, it’s just the beginning.

Personal Profile And Outlook

Creating your profile helps you, and us, to learn more about your financial picture today, as well as your current and future needs.

Customized Adviser Pairing

Our proprietary technology takes your profile and pairs you with two to three highly curated advisers that fit your needs. You then select the best adviser for you.

Tech-enabled Relationships

We provide you with ongoing insights and tools to help you maximize your financial well-being.

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Unlocking value

Our Impact Planning tool will help you to lay out the full view of your assets and define your future goals, so you can decide whether an adviser is right for you.

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Combining Assets
New Investments
Future Endeavors

Finding the right adviser matters

We work with the top financial, legal and tax advisers to help you reach your goals. Every adviser and their firm must meet the rigorous standards of excellence set by our team and our Advisory Council of financial executives and policy-makers.

Our Advisers

Areas of Expertise

  1. Financial
  2. Tax
  3. Legal
total assets managed vs industry
95TH PCT
Independent Firms & Client Fiduciary
100%

  • All serve high-net-worth clients

  • Selections from top independent rankings, e.g. Barron’s & Financial Times

Certified Public Accountants lead the firm
100%
Big four accounting firm experience
80%

  • All stand behind clients in case of an audit

  • All serve high-net-worth clients

25+ years of firm experience in estates
100%
Serve high-net-worth clients
100%

  • Expertise in the probate & estate laws of specific states

  • Selections from top independent rankings, e.g. Super Lawyers

Whatever motivates you, we're here to help you achieve your impact.

Let's get started.

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