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'll start by working with you to create a personal balance sheet and current financial outlook. From there, we present a curated list of Financial Advisers, CPAs, and Trust & Estate Attorneys from which you can choose.

Create Your Profile

Together, we create a detailed personal profile to understand your financial situation today - and start building a plan for tomorrow.

Select Your Advisers

We developed proprietary technology to analyze your profile and deliver a tailored list of advisers that fit your needs. Then, you make your choice.

Achieve Your Impact

Maintain your trajectory with ongoing insights and tools that allow you to play an active role, or simply communicate with your advisers.

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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 best independent Financial Advisers, CPAs, and Trust & Estate Attorneys to help you reach your goals. Each and every adviser, and their firms, meet rigorous standards of excellence set by our team and our Advisory Council.

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

Want to put your wealth into perspective? Try our new Net Worth Calculator

See how your wealth compares