<strong><em>We provide&#160;a roadmap for sustaining and enhancing family wealth.&#160;</em></strong>

We provide a roadmap for sustaining and enhancing family wealth. 

Where do you want to go?

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

We act as a personal CFO

We act as a personal CFO

Many families are scared to death that their kids don't have the financial capacity to handle or manage the assets that they are passing on.  

That's why we a provide a road map for sustaining and enhancing family wealth.  We work with HNW families to ensure they accomplish what they want while avoiding what they don't.  

Acting as a CFO and as a steward to your family office means we coordinate the wealth management, tax, legal, and trust services to make sure you and your following generations are happy in accordance with your values. 

We can help you with all stages of your life
Latest Data and Insights

Latest Data and Insights

As a personal CFO, Steve Brown provides his clients with the latest data and market insights.  The more you understand, the easier it will be to coordinate the stewardship of your wealth so you can enjoy life's journey with your family.