The Family Office Model was once reserved for families with $500,000,000 or more in investible assets. Over time, multi-family offices became popular, where a few families with less than $500,000,000 in investible assets would pool their resources to share a family office experience. By leveraging key partnerships and modern technology, we have developed a streamlined version of the Family Office model that is designed to deliver the Family Office experience to families that could often be described as middle-class millionaires. We define the middle-class millionaire as someone having at least $500,000 in investible assets, who is close to having fulfilled their family obligations, and close to having control over their budget. Simply put, the Essential Family Office experience is designed to help you protect the wealth you have accumulated over a lifetime of hard work:

• We will partner with and facilitate communication among your existing advisors
• Help you identify, and prioritize your goals
• Analyze, and evaluate your existing assets and liabilities, and help you determine what to keep, what to adjust, and what to sell.
• We will create a custom strategy using Advanced Time Segmentation that is unique to your household wealth
• At that point, you can continue to work with us, and we will fully implement your plan, or you can take your plan and implement it on your own or with another firm.
• Finally, should you choose to work with us, we will monitor, adjust, and update your plan, keeping you organized over time.