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Empowering Prosperity

A Boutique Multi-Family Office

Lasting Legacy

Wealth is complex. You need an experienced team to help simplify it.

A Guiding Path

You deserve advice from an experienced team. We believe it takes collaboration, intellect, and intentionality to serve your family. We go beyond managing your money so you can get back to what matters most.

Our Founding Families

Market Experience

Insights - News & Market Perspectives


Supreme Court Decision Negatively Impacts Company-Owned Life Insurance for Estate Tax Purposes

Following the recent United States Supreme Court decision in Connelly v. United States, owners of private companies could face unexpected and negative estate tax consequences if the companies have life insurance on the business owner’s life to fund a company purchase of...

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Market Perspectives — May 2024

Stocks and bonds rally as weak economic data and dovish Fed commentary cause renewed optimism in a 2024 Fed rate cut and a decline in longer-term interest rates.

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Market Perspectives — April 2024

Bearish re-pricing of Fed rate cuts puts a halt to stock market rally.

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Market Perspectives — March 2024

Rising confidence in a June Fed rate cut drives markets higher in March.

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David Spika discusses gold versus Bitcoin on “Power Lunch”

Our Chief Market Strategist, David Spika, says bitcoin is not a substitute for fiat currency on CNBC. Click to Watch

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David Spika joins “Power Lunch” to discuss opportunities outside the tech sector

Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC to discuss opportunities outside of the tech sector and our sector outlook. Click to Watch

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