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The First Holistic Family Office 

Built
To Support Both
the Wealth and Health of the Next Generation.

The traditional family office develops a clear understanding of your vision for the future,
and then customizes your investment strategies to fulfill your dreams. 
They do not, however, have the bandwidth, expertise, or mission
to protect your health as an equally valuable asset to your wealth.
 
Our Family Office measures success as the sum of your wealth, your health, and the legacy you seek to build for generations to come. Because your wealth is a fraction of your family's health, and your heath impacts every aspect of your family, we define your wealth and health as essential human capital that impacts our world and deserves thoughtful preservation and planning. 

Designed
To Optimize All your Assets

Traditional Family Office optimizes business, legal and wealth assets
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The health of the family is actually your greatest asset.
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The new way to optimize all your assets in 5 areas rather than three
Traditional
Family Office
optimizes your Business, Legal and Wealth Assets.
BUT... isn't the
Health of Your Family
actually
your greatest asset?

Our Family Office
is the new way
to optimize
all your assets,
across generations,
in 5 areas instead of 3. 

Expanded 
To Put "Everything Family" Back Into Your Family Office

Imagined 
With Three Ways to Thrive

Developed
With Radical Collaboration to Speed up Impact and Re-Capture TIME  


Culture is a practice, and changing a culture takes time.
Whether you are running a business, impacting our world, or navigating life's familial transitions,
there are never enough hours to plan, juggle, be present, and enjoy your most precious commodity:  TIME.

Your personal concierge, working alongside our expanded network of professionals, 
will prioritize both purpose and profit in every interaction.

Our collective goal is both simple and achievable:
Leverage radical collaboration to support the wealth and health of your family, optimize all your assets,
recapture time and create a legacy of sustainable impact.

Our Family Office is 
Your Family Office
Let's Get Started

Contact Us

Step 1

Step 2

Step 3

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Connect and Tell Us What You Need

Whether your needs are singular or complicated, tiny or huge,

Your Concierge will listen, and assess how best to support you and your family.

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Let Us Build Out Your Team,

Reduce Stress, Save Time and Optimize Assets

Once you and Your Concierge have named your needs and stress points,

we will connect you to pre-vetted experts, coaches and consultants,

and remain committed to your desired outcomes.

 

Accept Our Help, and Together,

We Will Support Your Legacy

We promise to earn your trust.

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