Specialized Guidance for a Defining Moment
We Don't Serve Everyone.
We Serve You.
As your Personal CFO, we understand your situation because it's the only one we focus on.
We provide comprehensive guidance for two specific types of clients navigating the complexities of sudden wealth.
For the One Entrusted
with a Legacy
You've been given a profound responsibility. It could be an inheritance, the proceeds from a family asset, or a legal settlement.
Suddenly, you're the steward of a legacy, and the weight of that responsibility—making the right decisions for your family and your future—can be overwhelming.
We provide the steady hand and wise counsel to help you navigate this transition with purpose and peace of mind.
For the
Transitioning Founder
You've poured your life into building a successful business, and now you've had a liquidity event.
The sale has provided for your future, but it's also created a new set of complex questions—not just about money, but about identity, purpose, and what comes next.
We help you protect what you've built and intentionally design your life's next chapter.