Gain Time On Multiple Dimensions
Live Longer:
Optimize your health and gain years by doing so.
Live Intentionally:
With better health & more leisure time, you can make decisions to live life to the fullest and experience your wealth.
Live Better:
Don’t just add years to life, but life to those years. better health provide the optionality to do more.
Live Smarter:
Let us handle tasks you dislike so you can use that time to do what matter most to you.
5
We serve multiple HNW Families
09
Years of Avg client healthy years added
91
Net Promoter Score
12
Holistify Fiduciary Standards
All Your Needs In One Place
Goals-Based Planning & Investing:
Don’t just add years to life, but life to those years. better health provide the optionality to do more.
Wealth Strategy & Liquidity Planning:
Based on your unique situation and goals we design together a dynamic wealth plan which includes your investments, risk management strategy, and cash flow needs analysis, ensuring capital availability & goals achievement.
Private Banking Services:
A private Wealth team will make sure your lending, credit and cash flow needs are met. We source our network for the best solution to your needs.
Family Governance & Education:
Establish governance structures, educate the next generation on wealth management & stewardship, foster family unity and shared values.
Estate Planning, Trusts & Philanthropy:
Secure your legacy with detailed estate plans, trusts, and philanthropic strategies to protect assets and ensure smooth wealth transfer.
Tax Strategy & Planning:
Our tax professionals will provide you with guidance and strategies to minimize your taxes over time, whether you are planning your next venture, selling your firm, or just trying to maximize your overall wealth.
Insurance Planning:
Customized insurance solutions to protect your health & financial wealth. Ensure the future security of both you and your family.
Your Family, Values and Legacy
We specialize in tailored solutions designed to fortify family bonds, promote independence, and equip the next generation with the skills to manage wealth effectively.
Growing up in affluent families entails a unique set of challenges.
Despite their successes, young individuals in these families often struggle with the pressure to uphold family legacies, leading to high expectations and intense scrutiny. This can result in feelings of inadequacy. As a result Affluent children are 150%-200% more likely to develop anxiety, depression, eating disorders, or substance abuse issues.
Enhance The Growth And Success Of Your Multigenerational Family
Developing the right governance, communications, and legal structures to keep your family united & strong.
Family Governance Development
Family Governance Development
A methodical technique for overseeing family resources, connections, and values across several generations to ensure the efficient management and preservation of wealth, while maintaining family unity and cohesiveness.
Family Philanthropic Guidance
Family Philanthropic Guidance
What is your philanthropic goal? We will help create effective pathways based on family interests and values to achieve the family legacy and social investment goals.
Family Education & Transition Counseling
Family Education & Transition Counseling
Multigenerational success requires proper wealth education, generational development, and transition planning to prevent the erosion of family wealth over just a few generations.
Your Family, Values and Legacy
We specialize in tailored solutions designed to fortify family bonds, promote independence, and equip the next generation with the skills to manage wealth effectively.
Growing up in affluent families entails a unique set of challenges.
Despite their successes, young individuals in these families often struggle with the pressure to uphold family legacies, leading to high expectations and intense scrutiny. This can result in feelings of inadequacy. As a result Affluent children are 150%-200% more likely to develop anxiety, depression, eating disorders, or substance abuse issues.