Overview

Our firm is virtual and specializes in working with the 'do it yourself' high net worth family (<$100MM) who value a Personal CFO as part of their team. The families we serve have a particular interest in real estate and alternative investments while integrating wealth protection, tax mitigation, wealth transfer and charitable giving advanced strategies. We bring a wide range of alternative investment sponsors to our families and an in-house consulting team of Personal CFO's that work with our families on their day-to-day investment and planning decisions. Through our Virtual Family Office construct, we work with other financial professionals, when and as needed, in the areas of advanced ERISA plans for small businesses (most of the families we serve are entrepreneurs), private placement insurance and annuities, concierge medicine, captives, family foundations and donor advised funds, 1031 exchange coordinators, to name a few.

We truly are a partner with our families and through our internal and outsourced talent, are able to help our clients make the best possible financial, family and lifestyle decisions while assessing risk and making necessary adjustments as needed. Our internal team is based in Colorado, Arizona and Maryland. We are open to having members of our team located in other states, too.

Market
RIA
Member Level
Premier
Last Activity
within 2 months
Member Since
March 30, 2022

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