Family Office Advisory
Wealth is simple. What it does to a family isn't.
The families I work with aren't looking for another financial adviser. They have plenty. What they need is someone who can step back and see the whole picture — the relational dynamics, the generational tensions, the questions about purpose that no spreadsheet can answer.
I serve as a trusted adviser to ultra-high-net-worth families, helping them navigate the complexity that wealth creates. Not the investment strategy — the human strategy. The conversations that need to happen, the frameworks that bring clarity, and the long-term vision that holds everything together.
Every family is different. But the need for clarity, alignment, and intentionality is universal.
How I Work With Families
We start with a deep diagnostic to understand what's really going on, then build an engagement around your specific situation. The work typically touches on:
Stewardship Philosophy
Getting clear on what you believe about the wealth you hold—and what that means for how you manage it.
Generosity Strategy
Building a giving framework that's intentional, sustainable, and aligned with your values.
Family Dynamics
Working through the relational complexity that money amplifies—trust, roles, communication, conflict.
Advisor Coordination
Making sense of the ecosystem of legal, tax, and financial professionals already in your world.
Next Generation
Preparing children and grandchildren to carry responsibility well—not just inherit it.
Legacy Planning
Deciding what you want to be true long after you're gone—and working backward from there.
A Word on Stewardship
I use the word "stewardship" intentionally. The families I work with don't see their wealth as simply theirs—they see it as something entrusted to them. That belief changes everything: how they invest, how they give, how they raise their kids, how they think about what they'll leave behind.
If that resonates, we'll likely work well together.
Let's Start a Conversation
Family advisory work is deeply personal. A conversation is the best way to know if there's a fit — and whether I'm the right person to walk alongside your family.