Your family office knowledge base.

Creating a personalized financial structure is an intricate process that isn’t a “set it and forget it” task. As our clients move through their lives, they evolve and so should their financial structure.

Learn how NFL players can secure their financial future by strategically managing their money through detailed job assignments for every dollar.

Evaluating custom portfolios can be tricky. Unlike off-the-shelf investments, each custom portfolio is unique and tailored to an investor's family, making it hard to compare using the standard benchmarks you see every day. Private investments further complicate the process as they are valued in different ways and at different time intervals. The key to measuring success with these portfolios isn't just about how much money they make, but how well they help you reach your personal financial goals.

We work with our clients to build a game plan that is realistic to execute and advise them along the way to achieve the goal at hand with a customized set of scheduled checkpoints. The Scheduling step on the road to success needs to be interactive to evolve with our clients' changing schedules and goals.

Investing in markets is not easy. There will be bumps on the way, but the rewards far outweigh the risks when structured appropriately.

The evidence is also very clear. Those who weather the storm have been rewarded over the long run. Consider the COVID outbreak, the Great Recession, and the Dot Com Bubble. These were all significant periods where markets moved, but the investors who didn’t panic and stayed in the market were rewarded for their perseverance.

The rewards of investing are founded on the principles of commitment and consistency, so managing your emotions, incorporating investments that matter to you, and being able to weather turbulence are just as important as the fundamentals.

The Family Office Framework centralizes experts and allows them to collaborate and focus on delivering the most holistic and customized advice while offering the best investment experience.

The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn’t. Preserving your wealth is a full-time job, and if done well, it’s a job that will be carried out past your lifetime. Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth.

Taxes are one of the biggest destroyers of wealth. Residency, 1099 income, MiLB 401ks, team assignment, contract language, duty days; your situation is unique, and the complexities you face are different than most people. Luckily, there are answers available if you start your Tax Planning now.

Your net signing bonus is what you will have in your pocket after taxes. This is the amount of money that you will be able to invest in your career, grow your wealth, and spend on the things that are important to you and your family.