Our Process




As an entrepreneur, you might find yourself at the center of a wheel with a great many spokes revolving around you. One spoke is occupied by your accountant. Another spoke holds your insurance agent. Yet another is for your estate attorney.

As you can see in the first illustration… each of these specialists work in his or her own space, rarely—if ever—communicating with any of the others. This leads to YOU being responsible for every moving part and unfortunately this can hurt the safety and security of your finances.

What is a Family Office?

A Family Office is when a wealthy family hires all the needed professionals to handle their wealth management as full time employees working only for the family. These wealthy families have a dedicated CEO who runs the entire office. Family offices are usually reserved for people with more than $200 million because of the payroll cost to create and maintain them.

I got an introduction to a family office CEO in NYC.

He was the son of the individual who created all the wealth. He’d been groomed to run the family office since he was a young man (and when I met him he was in his sixties!).

Old money. Big money.

He opened up his Family Office strategies and operational techniques to me. He even let me interview his Family Office advisors.

I came away with three key insights:
  • Every advisor in the Family Office was an A player, collaborating and coordinating their efforts in a way I had never seen before – not through a private bank, brokerage firm, or independent financial advisor.
  • Their tax, estate, and asset protection attorneys were highly specialized for entrepreneurs.
  • Since every advisor knows everything about the family, they can vet every strategy based on that in-depth knowledge.
So I created something I called

Functional Wealth Management®

I created Functional Wealth Management as a system designed to take advantage of many of the same concepts used by family offices when attempting to increase and protect family wealth. This system is comprised of two parts. First, I learn all about an entrepreneur’s circumstances, values, and long-term vision. Second, I build a custom family office model to ensure effective decision making in all areas. This model serves entrepreneurs worth more than $5 million for a fraction of the cost it would take to set up their own.

These are examples of the many
Functional Wealth Management
can create:

The FREEDOM to step into a life that most are afraid to create

The FREEDOM to know that even if you fail… you have a plan to provide for the future

The FREEDOM to reinvest in your business

The FREEDOM to make a massive impact through charitable giving

The FREEDOM to create new life experiences

The FREEDOM to be confident knowing that your family is protected even if something happens to you

The FREEDOM to say YES to life.

Your Next Step

“If we fit, then we can discuss how to begin a fun, exciting, and fruitful collaboration”