Private Client & Family Office Lite Services

Sophisticated Coordination for Complex Wealth

Private Client

I’m a wealth advisor and former attorney whose firm runs an institutional global macro strategy. That combination allows me to deliver coordinated advice that bridges investments, tax strategy, entity structure, borrowing, and private alternatives — all in one place.

  • $15,000

  • $3MM - $12MM

  • Included (with your CPA and Estate Attorney)

  • Full annual review + action items

  • Up to 3 written reports per year

  • Item $4,000 each

  • Included

  • Annual review + recommendations

  • Included

  • Quarterly Scheduled + as-needed

Family Office Lite

  • $30,000 - $50,000

  • $12MM or higher

  • Included + follow-up implementation session

  • Quarterly Review + coordination with counsel

  • Up to 6 written reports per year

  • Item $3,500 each

  • Included +quarterly monitoring

  • Quarterly review + transaction support

  • Included + mid-year session

  • Monthly Scheduled + On-demand

Current Availability

Private Client – 15 spots remaining

Family Office Lite – 10 spots remaining

Once these are filled, we will maintain a short waitlist.

To get started and reserve one of the remaining spots, please click the button below to complete a short, confidential intake form (takes 3–4 minutes). As soon as you hit “submit,” my private calendar will open automatically so you can choose the day and time that works best for you. I’ll receive your information instantly and will be fully prepared for our conversation. All services are in addition to standard portfolio management and AUM fees (which remain unchanged). Retainers are billed annually in advance and are fully cancellable with 30 days’ notice.

Ad-Hoc / Project-Based Services

For families who are not ready for a retained relationship (or who simply need a specific project completed), I also offer the following services on an à la carte basis:

  • Standalone Private Investment Due-Diligence Report (private credit, private equity, hedge fund, real estate, pre-IPO, etc.)

  • Wealth Coordination / Entity & Document Review (one-time deep dive)

  • Liquidity-Event or Concentrated-Stock Planning

  • Custom tax-strategy or borrowing optimization projects

Pricing is bespoke and provided only after a brief initial conversation once I understand scope and complexity. Minimum project fee is typically $7,500–$25,000+.

If this is what you’re looking for, please complete the short intake form below and mention “ad-hoc / one-time project” in the “Anything else I should know” section.

Intake Form