Composing your financial story for generations.
Significant wealth brings opportunity and responsibility. Our Multi-Family Office works alongside you to align the right services into one coordinated plan, helping your wealth support your goals today and carry forward for generations to come.
A suite of services composed around you.
Our Multi-Family Office unites specialized services under a coordinated strategy that puts you and your family at the head of the table.
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Financial Planning & Advisory
Life changes, which is why together we build goals-based financial plans that adapt with you. -
Tax Integration
Tax strategy touches every financial decision, so we plan for them with intention, transparency, and care. -
Retirement Goals & Planning
We provide step-by-step retirement plans from goals to optimization. -
Philanthropic Planning
From charity to legacy giving, we help you through it all. -
Integrated Insurance Solutions
The peace of mind you want and need. -
Liquidity & Credit
Life doesn't always give notice, so we develop plans with you that provide more clarity. -
Investment Management
We shape investment strategies that reflect your goals now and where you want to go next. -
Estate, Trust & Legacy
What you leave behind should feel intentional, not complicated. -
Family Office
Bookkeeping, accounting, and bill pay.
We help you stay two steps ahead.
Travel Big, Pay Less, featuring The Points Mom
Do you think of credit card points as currency? If you don’t, you’re missing out on some great deals and cool locations. Join Cindy Greenstein, The Points Mom, to maximize your credit card points.
Helping Women Thrive After 45
We’ll talk discuss how the family dynamic can change when “Mom” has shifting hormones, mood swings, and might seem more tired or grumpier than usual.
QSBS: The Startup Stock Tax Rule Founders, Employees, and Investors Shouldn’t Overlook.
Own startup stock, or advise someone who does? A federal tax rule called QSBS may exclude up to $15 million of your gain, but only if the shares pass five tests. Learn what to check before a sale.