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Family Office Governance

Custom frameworks for oversight, reporting, and decision-making that provide clarity across generations.

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Strategic Capital Access

Direct participation in institutional-grade opportunities. From fund formation and private markets to co-investment alongside flagship funds.

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PRIVATE WEALTH & FAMILY OFFICE ADVISORY

Stewardship
for Generational Wealth.

Advisory that transcends investment management. Structuring, preserving, and growing wealth across generations with institutional precision and global perspective.

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Private Wealth & Family Office Advisory

We deliver tailored strategies for families, entrepreneurs, and global leaders. Balancing discretion, governance, and performance. From liquidity events to intergenerational planning, our platform provides continuity and clarity across complex wealth structures.

OUR EXPERTISE SPANS:

Family Office Structuring

Establishing governance frameworks, investment policies, and operational infrastructure.

Wealth Preservation

Designing multi-generational strategies with risk management, diversification, and estate planning.

Liquidity & Event Advisory

Advisory for founders, executives, and athletes monetizing equity, IP, or other significant assets.

Alternative Investments

Direct access to private equity, real estate, and bespoke co-investments.

 

Philanthropy & Legacy

Structuring impact-driven strategies for foundations, donor-advised funds, and global giving platforms.

 

Cross-Border Advisory

Tax-efficient, multi-jurisdictional structures for global families.

Where personal legacies meet institutional execution.

Illuminated Objects

Explore how our Wealth Management platform integrates with Oppenheimer to deliver full-service portfolio construction and discretionary investment strategies.

Equiturn Business Solutions

For entrepreneurs and families transitioning from operating businesses to wealth preservation, Equiturn Business Solutions, Inc. provides tailored structuring and strategy, bridging enterprise growth with family office infrastructure.

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