A family office experience for high-income W-2 families with young children, coordinating your finances so you may keep more of what you earn and raise kids who know how to handle it.
We work with families at
For many families, sophisticated tax work, advanced investment planning, and family governance only show up at eight or nine figures. We built one system that brings all three together.
Your team of advisors coordinates your tax strategy across W-2 income, RSUs, concentrated stock, retirement accounts, and real estate.
We build an investment strategy from your family values, then manage your portfolio to protect what matters most. Every portfolio is individually constructed.
Our team of specialists educates your children and prepares your family for future wealth across generations. We turn your key financial decisions into entries in your FamilyKnowledge® Library.
Your wealth plan acts as the foundation, supported by our scientific investment strategies. We combine the power of smart beta, factor investing, and hedging strategies to intricately construct a hyper-personalized portfolio to maximize your wealth outcomes.
Diversified Premia
This is our flagship equity strategy which provides exposure to U.S. large cap equity, seeking to combine the benefits of smart beta and factor investing techniques.
Opportunity Strategy
This investment strategy focuses on dynamic growth factors such as innovation and momentum, while following the same methodologies as Diversified Premia.
Quality Strategy
This investment strategy focuses on a set of robust value attributes such as high profitability, high payout, and low volatility, while following the same methodologies as Diversified Premia.
Tactical Portfolio
This investment strategy leverages alternative asset classes that are stores of value and represent safe havens during market sell-offs or may become widely accepted stores of value.
