OUR INFRASTRUCTURE
Built on the Infrastructure of a Family Office.
The technology behind your wealth should be as sophisticated as the planning around it. We've assembled a platform stack that, until recently, was available only to single-family offices and institutions — and put it to work for your family.
CUSTODY
Charles Schwab — Independent Custodian
Your assets are held at Schwab in accounts titled in your name. We have authority to manage and report, but never to take possession. Schwab provides institutional pricing, $0 commissions, and the security of one of the largest custodians in the country.
PORTFOLIO REPORTING & ANALYTICS
Addepar — Consolidated Reporting
The same reporting platform used by leading single-family offices and ultra-high-net-worth wealth managers. Addepar aggregates every account, asset class, and entity into one consolidated view — including private investments, real estate, and held-away accounts — so you see your complete picture, not just the slice we manage.
PLANNING
RightCapital — Financial Planning
Dynamic, scenario-based financial planning that models your full picture — retirement, distributions, Social Security, education, real estate, and major life events — and stress-tests your plan against the unexpected.
Wealth.com — Estate Planning
A modern estate planning platform that lets us visualize, coordinate, and keep current the legal structures that protect your family — in seamless partnership with your attorney.
TAX STRATEGY
Holistiplan — Tax Return Analysis
We analyze your tax return line by line to identify forward-looking opportunities — bracket management, Roth conversions, charitable strategies, and deduction stacking — that your CPA may not have the bandwidth to surface.
TaxPlanIQ — Strategic Tax Planning
A library of evidence-based tax mitigation strategies, modeled and quantified for your specific situation — so we can show you the dollars at stake before any strategy is implemented.
What this means for you
Transparency. Every dollar of your wealth we manage — at any custodian, in any asset class — is visible in a single, consolidated report.
Security. Your assets are held by independent, regulated custodians — never by us. We can manage; we cannot withdraw.
Coordination. Your team works from one shared view of your financial life, so nothing falls through the cracks.
Sophistication. The same industry leading infrastructure trusted by family offices — applied to the complexity of your life.
EXISTING CLIENTS
Access your consolidated reports and secure messaging.
