Fee-only wealth management for ultra-high-net-worth individuals and families.
At $30M+, coordination across multiple specialists (tax, legal, investment, insurance, philanthropy, governance) is the defining challenge. Multi-family offices serve $100M+; single-family offices $500M+. For $30M-$200M — the "mass UHNW" bracket — fee-only advisors coordinating specialist teams provide competitive alternative to MFO at meaningful c
Situations we handle
- $50M from recent exit — multi-family office or fee-only RIA?
- Coordinating tax, estate, investment, insurance across specialists
- Alternative investments — how much, which?
- Philanthropic vehicles — DAF, private foundation, CRT?
- Family governance for generational wealth
- Direct indexing SMA, tax-loss harvesting at scale
Why a specialist. This niche requires specific knowledge that generalist advisors don't have.
Tools & guides
UHNW Fee & Service Comparison
Compare fee structures at UHNW asset levels: wirehouse AUM, fee-only AUM, flat-fee family office, single-family-office.
Ultra-High-Net-Worth Wealth Management Guide
Detailed framework — rules, tradeoffs, employer- and account-specific nuances, common mistakes.
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Fee-only advisor with no commission conflict. Free match.