Our
Family
Office
Holistic Concierge Support
for both
the WEALTH AND HEALTH
of your family
Your Legacy is Unique
Your Wealth and Health Combine to Create
Your Unique Legacy...A Legacy Beyond Measure
Your legacy is more than a wealth transfer to inherit.
It's literally, your vision of a life time.
You work hard every day to build your family, friendships, business, community, and the change you envision for our world. Whatever you build... this is your legacy.
We partner with you to ensure your legacy is a carefully designed, communicated, and celebrated vision
of what matters most to you and the world you live in."
You Deserve
Our Unique Approach
Our shared network of experts in wealth, health and impact, currently unavailable in any one service industry.
Our commitment to optimize both wealth and health to strengthen our familial and global ecosystems for generations to come.
Our family first, concierge model that defines your wealth as the health of your collective capital.
Human Capital
Human Capital is the health of the individual family member ... the center of "everything family".
We build you a team of health professionals to optimize your health, the health of those you love, your legacy and the communities you choose to impact.
Social and Environmental Capital
Social Capital is the value derived from connections, community building, leadership, vision and the legacy you work so hard to build.
Environmental Capital is the neutrality of the measurable footprint you leave on our world.
Our experts are excited to creatively coach businesses, individuals and families to design, build, implement and measure the sustainable impact of your social and environmental capital.
Family Capital
Family Capital is the health of each family relationship and directly impacts human capital.
Relationships are at once the core of our existence, yet fragile and complicated. A healthy family is one that is resilient to internal and external stress.
To preserve human capital, our experts are trained to identify and reduce the stress that negatively impacts the very relationships that make up "a healthy family".
Business Capital
Business and Structural Capital represent the entrepreneurial goals and governance needed to bring your vision to fruition.
Our team of exceptional entrepreneurs, coaches and consultants have spent their careers acquiring the tools and insights needed to support your strategic needs for the work, life, balance, and impact you seek.
Our Family Office is equally committed to the social capital we can collectively build with each of our families and partners.
Spiritual Capital
Spiritual Capital is your personal value system, moral vision, ethos and motivation to improve ethical behavior.
We see Spiritual Capital as an untapped resource that increases levels of economic performance, longevity and sustainability.
Our coaches and consultants are trained to hone your spiritual capital to support the growth of your collective capital.
Financial Capital
Financial capital represents the financial resources needed to build your legacy.
We think of financial capital as the engine required to deliver you to your dreams.
Our extraordinary network of financial experts are prepared to work with you to both remove barriers and build the capital needed for your success.
Let's Build Your Legacy
With Intention
Your collective capital is the legacy that impacts
both the health and wealth of your fragile ecosystems.
​
As such, it deserves to be built with integrity, authenticity and a caring team of professionals who make your legacy their priority.
​
Together we can ask the tough questions that yield intentionally healthy choices and help you get to the end without regrets.
You Deserve A Unique Family Office
Let's Connect