Family Legacy Services
For you, wealth means your family’s legacy, not just numbers. We help Ultra High Net Worth (UHNW) individuals and families invest, preserve and transfer their wealth to future generations. Your financial journey deserves the highest level of dedication – and we aim to deliver just that.
Long-Term Growth for Your Family
We design tailored investment strategies aimed to grow your wealth over time, focusing on securing the financial future of you and your loved ones.
Maximizing Tax Efficiency
We work hard to protect your assets from excessive taxes. Keep more of what you’ve earned and fuel your family’s future and philanthropic dreams.
Investments that Support Your Legacy
Life changes. The market changes. But your legacy doesn’t have to. We focus on long-term, strategic investments that seek to keep your family’s wealth strong.
Scaling Your Philanthropic Impact
Want to leave a mark that lasts? We help you maximize the impact of your charitable contributions, so your legacy lives on for generations to come.
Coordinated Financial Team
We work closely with your CPAs, Estate Planning Attorneys, and other trusted advisors to create a cohesive, comprehensive financial strategy. If your wealth is new and you do not have a trusted financial team, we will do the work and put together your trusted financial team for you.
Lower Thresholds Than Others
While other multi-family-centered offices have investment minimums upwards of $250 million in assets, we have lower levels. We understand the level of time and work it took to build your wealth. For us, with $50 million in assets, your financial journey deserves the highest level of expertise.
You’ve worked hard to build your wealth. Now, let’s preserve it. We get that every family is different. That’s why we create custom solutions that reflect your unique goals and vision.
Get in Touch
We look forward to hearing from you!
916-833-9559
535 Mission Street, Floor 14
San Francisco, CA 94105