Wealth partnership services for accomplished business owners.
Wealth Planning & Strategy
- Preparing your children to be responsible stewards of the family wealth
- “What if” scenarios for market crashes, tax law changes, and family emergencies
Investment Management & Private Markets
- Access to institutional-quality private investments
- Private equity, credit, and REITs beyond traditional portfolios
Business Transition Planning
- Advisors who understand the business exit experience
- Direct connection to buyers through our sister firm Fortis Transition Partners
Banking & Lending Services
- Flexible capital solutions for post-exit financial needs
- Funding for your next business idea without liquidating investments
Estate & Tax Planning
- Tax-efficient wealth transfer strategies
- Guidance on raising financially responsible heirs
Next Venture Facilitation
- A network of successful entrepreneurs to collaborate with
- Resources when new opportunities spark your interest
Partnership over proprietary products.
We believe the wealth management industry is too isolated. Instead of relying on one firm’s limited view, we source the best ideas from across the entire industry.
The critical question becomes: why increase wealth further? Whether for legacy, children, or charitable impact, we focus on these meaningful purposes rather than just market returns.
Addressing your biggest business challenges.
“I’ve sold my business and want to create lasting impact.”
We help shift your focus from accumulation to purpose-driven legacy and philanthropy.
“I’m ready to invest my time, capital, and expertise post-exit.
We connect you with like-minded entrepreneurs and private investment opportunities, helping you channel your entrepreneurial energy into new ventures.
“I want to ensure my family heritage is preserved responsibly across generations.”
We guide multi-generational families through values-based wealth transfer, blending financial education with thoughtful inheritance design to promote responsibility and stewardship.
