A clear path from complexity to confidence.

Because your need for strategy doesn't shrink when markets decline, and it shouldn't cost more when they rise. The flat fee covers expertise, access, and coordination; the investment management fee covers portfolio stewardship. Keeping them separate keeps it clear what you're paying for, and why.

That's often where planning has the most leverage: tax coordination, equity compensation, cash flow structure, protection gaps. The flat fee covers a full planning relationship, and we work with high earners who are building toward — or already past — our $500K asset minimum.

It covers active stewardship of your discretionary portfolio — allocation, trading, rebalancing, tax-aware implementation, performance monitoring, and ongoing investment oversight. It's kept separate from the flat planning fee so you can always see exactly what you're paying for advice versus portfolio management, and it may be reduced based on the scope of the relationship and total managed assets.

Both fees are billed monthly: the planning fee to your household, and the investment management fee at roughly 0.0417% per month, deducted directly from managed accounts.

It's billed to your operating entity as a business advisory and planning expense. Whether it qualifies as deductible depends on your specific situation. That's a question for your tax professional, and we coordinate with them directly.

Yes — we ask for a minimum of $500,000 in investable assets. That's the level where coordinated tax, estate, retirement, and investment strategy really starts to earn its keep. If you're a high earner building toward that level, a 30-minute conversation is the honest way to find out whether it's a fit yet.

Because they cover genuinely different work. The Wealth Management relationship coordinates your personal financial life — investments, retirement, estate, risk, and family wealth. Founder Wealth adds a whole separate layer for business owners: succession and exit planning, owner compensation, entity and equity strategy, and coordination with your business advisors. Keeping them separate means clients without a business don't subsidize services they don't need — and owners get planning built for the added complexity of what's often their largest asset.

A Virtual Family Office (VFO) brings the strategic coordination of a traditional family office to successful founders and affluent families — without the cost of building full-time, in-house staff. It pairs experienced advisors and specialized professionals with modern technology to coordinate every part of your financial life: investments, tax, estate, business, real estate, insurance, and retirement. For founders whose wealth has outgrown ordinary advice, our Founder Wealth relationship delivers that VFO-style experience — one coordinated team instead of a dozen disconnected ones.

In most cases, no. The portfolio is the primary tool for implementing your plan — taxes, retirement income, estate, charitable giving, concentrated positions, and cash reserves all shape how it should be managed — and when planning and investing are separated, opportunities get missed and even well-designed plans go only partly implemented. Managing your investments in-house is what lets us keep the strategy coordinated and fully executed.