Our
Family
Office
Holistic Concierge Support
for both
the WEALTH AND HEALTH
of your family
Wealth
and Health
Are Binary
structural capital
business capital
financial capital
Without wealth,
you cannot optimize health
human capital
family capital
spiritual capital
Without health,
you cannot optimize wealth
social capital
environmental capital
Optimize Both Wealth and Health
Your "Traditional" Model
+
Our Family Concierge Model
=
Our "New Family Office" Formula
Your Family
Concierge
Tradition Meets Innovation
With $70 Trillion of wealth in motion,
and Woman and Next Gen Clients controlling a growing share of investments,
the traditional financial formula for success will no longer meet the needs of your future clients.
We listened, imagined, and built the first family concierge model that sits alongside your traditional model, to ...differentiate you from your competition,
...serve your client's with the unrivaled breadth of expertise they deserve, AND
...build the world they imagine for the generations to come.
Woman
and
Next Gen
Woman and Next Gen players will control over
$30 Trillion with a new set of expectations...
​
Research shows that woman and next gen investors have different expectations than their predecessor males from the past 2 generations.
Those firms that re-build to "speak impact, woman and next gen" can yield up to 4X the revenue than their counterpart advisors who stick with the traditional status quo.
Our Family Office was developed to meet the stated needs of the new players by expanding the scope of your "impact and family services", without disrupting your business.
If you grow the wealth...and we grow the health...
​
You stand out from your competition...and
together, we thoughtfully transform the deliverables the next generation deserves from the financial industry.
Stress
Health
Wealth
Be it a Familial
or Natural Ecosystem,
Stress Impacts Health
And Health Impacts Wealth.
Therefore,
Reduce Stress, Increase Wealth...
​Science has irrefutably proven that the way we live our lives directly impacts our physical and mental health, as well as the health and stability of our environment.
Economics have proven that our health impacts our wealth, and loss of wealth increases instability, builds stress and negatively impacts our long term goals.
Our Family Office offers you and your clients:
bold leaders, across industries, connected in a network of diverse thinkers,
determined to reduce stress,
save time,
improve our ecosystems, and optimize both the wealth and health of your most valuable assets.
Divorce
Illness
Death
Divorce, Illness and Death are 3 very real life events...
Chaotic transitions can and will stress a family's generational wealth and health, and
negatively impact your business with the loss of a client,
the client's generational families, and large amounts of time for crisis management outside your field of expertise.
​
Our collaborative concierge approach is designed to save you time, add value to your business, and offer your clients exceptional professionals who are better trained to support families in chaotic transitions.
Some obvious outcomes:
You build the empathy, trust and loyalty your client's expect.
Together, we reduce stress, improve collective capital, and brand your business as exceptionally committed to more holistically support your family's urgent needs.