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Life beyond the numbers

Life and wealth are always connected. We guide clients to live a life beyond the numbers by focusing not just on investment gains but gains in the parts of life that matter most. With our multi-faceted team, we deliver multi-family-office solutions to align complex financial planning with comprehensive life services.

About us

Our Services

A Steward of Your Wealth

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Investments

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Cash Flow

We make the complex simple for families through data aggregation and custom reporting across entities and accounts, all while managing cash flow, bill pay, and reconciliation.

Estate

We utilize advanced estate planning techniques to reduce or eliminate the uncertainties of tax consequences and other complications.

Business

We ensure that business owners and entrepreneurs maximize value for heirs and beneficiaries throughout the business lifecycle.

Risk

We analyze current insurance contracts and then coordinate appropriate risk coverage as situations and needs change over time.

Tax

We identify the most tax-efficient way to achieve your objectives by evaluating your current tax planning and making recommendations to reduce taxes and increase cash flow.

Life

We quantify satisfaction in areas of life and deliver appropriate professionals and solutions for ongoing needs, including real estate, personal & cyber security, concierge medical, private aviation & travel, and more.

Legacy

We assess and understand how clients seek to create a legacy through philanthropic endeavors, then deliver and manage an ongoing philanthropic plan.

Investments

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Cash Flow

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values. We deliver an intentional, purposeful & personalized investing

Estate

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Business

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Risk

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Tax

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Life

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Legacy

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Investments
Cash Flow
Estate
Business
Risk
Tax
Life
Legacy

A Simple Process;
An Engaging Experience

Live a life by design, not by default

A Clear Process For Building A Purposeful Plan.

The Appraisal

Listen to the most urgent needs, goals, and values.

The Discovery

Collect all financial, legal, benefits, and insurance information

The Design

Team analysis and review of strategic plan development

The Analysis

Explanation and rationale of strategic plan details

The Implementer

Strategic plan moves into action

The Review

Ongoing review of plan and monitoring of changes

Read our special interview with Ilana Redstone

Learn how Diverse Perspectives Consulting founder and Aligning Life & Wealth Award® winner aligns her life and wealth by helping people and organizations more effectively communicate and understand differences.

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Creating A Partnership For Growth

We empower our advisor partners to focus on clients and growth.

Process

Out-of-the-box, full-service solution for running a premier, legacy advisory business with automated processes and team workflows.

Footprint

Access to branded templates, social media coverage, content, business growth initiatives, and differentiated client experience tools.

Support

Turnkey support from experienced professionals to run every aspect of the business so advisors can focus solely on relationships and growth.

Partnership

Resources of significant partnership, providing inorganic growth opportunities, deal structure, and more.

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Through our Alignment Index™, we quantify gains in the parts of life that create lasting happiness.

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