We're a family office built by and for elite athletes. Even if you're not an elite athlete, you know that to be successful at anything requires the kind of discipline, quality, and teamwork that world-class athletes are known for. That's why we take a human-centered, high-performance approach to the nuanced world of wealth, from investment management, tax strategies, estate planning, and lifestyle services—so you can create a wealthy, flourishing family for decades to come.
A family office with a pro-athlete heritage lays a foundation for a century of success for your legacy. Our integrated, team-based model ensures every aspect of wealth management for ultra-high-net-worth families grows your family's future across generations.
Your wealth and legacy need to be built on a system and a set of values that serve your children, their children, and the systems and values they're inheriting. Are your assets aligned with your vision for legacy?
Your success was built on principles you've worked hard for. High-performance, 100-year families know what it takes to establish the human capital along with the financial capital to succeed for generations. Does yours?
As net worth rises, so does risk, opportunity, and decision fatigue. You don’t need more spreadsheets or financial advisors ticking boxes. You need a system and an integrated team to support the nuances of an ultra-high-net-worth family. Do you have just an advisor or do you have a multi-disciplinary team?
The life and career of 100-year families are complex. Get a family office with team members who have been there, done that, and can guide you every step of the way.
You've been here before, we're here to make it less of a grind.
Between work and life, we're here to help.
You've put in the blood, sweat, and tears. We'll help you make it last for years.
WIth the right team, you can plan for all aspects of investing.
Retirement isn’t the end—it’s the beginning of a new chapter. Our experts assist in transforming your hard-earned success into lasting financial independence for you and your family.
The sobering reality is that 90% of ultra-wealthy families lose their wealth by the third generation. Our mission is to ensure you’re part of the 10% who break that cycle, building and sustaining a legacy of wealth that flourishes for generations.
Make the most of your legacy with ultra-long-term strategies for ultra-high-net-worth families.