BOUTIQUE FAMILY OFFICE


Simplify Complexities. Enjoy Your Wealth.

THE DATA1

YOUR DEDICATED TEAM


Barron's and Forbes Top Advisor1.

Number 1

PORTFOLIO

Differentiating Strategies for Customized, Tax Efficient Portfolios. Multiple wealth objectives to help optimize cash flow, protect assets and diversify opportunities. True Fiduciary® standards in your best interest.

Number 2

TAX

Proactive Strategies to Help Minimize Tax Exposure. Tax planning and projections, tax return preparation and payments, pre and post sale tax strategies, and tax correspondence.

Number 3

PLANNING

Sophisticated Wealth Strategies Customized for You. Cash flow, risk analysis, goals-based planning, business exit strategies and liquidity planning. Financial independence quantified.

Number 4

ESTATE

Expert Advice to Guide and Protect Your Family's Path. Estate planning, legal services, estate document review and drafting, asset protection and legacy planning.

Number 5

FAMILY

Guiding Your Wealth Decisions Across Generations. Family governance, education, philanthropy, wealth windfall counseling, goal planning, and family coaching services.

Number 6

LIFESTYLE

Enriching Your Family's Lifestyle to Enjoy Your Wealth. Meaningful experiences, cultivated resources, and bespoke solutions. Tailored to your bucket list, time and unique needs.

7

PRIVATE BANKING

Boutique Private Banking Solutions to Streamline Your Life. Cash management, private investment and lending administration, trust services. Dedicated attention to your personal financial needs.

REPORTING

Transparency and Data-Driven Clarity for Peace of Mind. Timely execution, real-time dashboards, unified platforms and innovative reporting for performance and net worth.

A NEW PARADIGM


Intelligent Wealth Management™

We specialize in entrepreneurs, wealth creators, business owners and CEO Founders on the path to financial freedom, advising on holistic wealth planning, liquidity event planning, business exit strategies, and post sale planning.

Enjoy a boutique experience that is high tech and high touch. A dedicated team will streamline the needs of your family with personalized, one-on-one care. Simplify your life to free up time for what matters to you MOST!

  • Fee-only advisory.

  • Your best interests come first.

  • True Fiduciary® standards to help protect you.

  • We are NOT custodians of assets.

  • We do NOT act as a broker-dealer.

  • We do NOT create products or client statements, or calculate performance returns.

  • We do NOT receive any commissions, revenue sharing, kick-backs or soft dollars.

  • True Transparency® on the fees you pay for advisory services and investment expenses.

SAFETY


Your Interests Come First

.

True Fiduciary® Standards embrace the legal fiduciary obligation to place your interests first, targeting total financial well-being.



True Fiduciary Standards

"Market Performance Should Not Determine Financial Independence."

- DAVID KARP

What is Intelligent Wealth Management™?

  • Fee-only advisory.

  • Your best interests come first.

  • True Fiduciary® standards to help protect you.

  • We are NOT custodians of assets.

  • We do NOT act as a broker-dealer.

  • We do NOT create products or client statements, or calculate performance returns.

  • We do NOT receive any commissions, revenue sharing, kick-backs or soft dollars.

  • True Transparency® on the fees you pay for advisory services and investment expenses.

LEARN MORE

"Market Performance Should Not Determine Financial Independence."

- DAVID KARP

What is Intelligent Wealth Management™?

  • Fee-only advisory.
  • Your best interests come first.
  • True Fiduciary® standards to help protect you.
  • We are NOT custodians of assets.
  • We do NOT act as a broker-dealer.
  • We do NOT create products or client statements, or calculate performance returns.
  • We do NOT receive any commissions, revenue sharing, kick-backs or soft dollars.
  • True Transparency® on the fees you pay for advisory services and investment expenses.

THE EVENTS


Virtual Events. On Demand.

EXPLORE

Call 703-468-2700 or Email:

Simplicity. Personalized.

Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.

Boutique Family Office  for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.

True Fiduciary® Standards where your best interests come first.