We specialize in working with the builders. The ones in the arena. The ones with dirt under their nails. Our job is to be your advocate—to create simplicity and peace of mind before and after a liquidity event.
our approach to
We work closely with you and your advisory team in the years, months, and days leading up to the most important day of your professional life, helping to ensure you are fully prepared for the immeasurable impact of a liquidity event.
our approach to
We implement the plan established prior to your liquidity event, helping to ensure a smooth transition into the next phase of your professional and personal life.
We liaise with your advisors to minimize complexity across all of your wealth management disciplines.
You
Get in touch today and let’s get started.
While no two family office clients are the same, and needs will vary over time, most of our family office clients will turn to us for help in the following areas:
Nick Jorgensen’s goal is to continue to innovate and grow the business to be large enough to have space for anyone in the family who wants to be part of the business, to have the option to do so.
By considering key tax strategies and opportunities, we can identify adjustments that allow you to optimize savings and retirement contributions and maximize deductions that fit your broader financial picture.
Michael Bankowski is on a mission to empower the human to regain their independence and dignity through assistive robotics, AI, and digital health.
Beyond Money explores the ideas that matter beyond financial success – including purpose, significance, risk, belief, and the way we think about money.