Private Client Offerings
Every service we provide is architected around a single principle: your wealth, your family, and your legacy deserve counsel that is as complex as they are.
Foundation
Not portfolio management. A structural framework built to perform across market cycles, jurisdictions, and generations.
Families at the $50M+ level do not have a returns problem. They have a complexity problem — assets distributed across jurisdictions, structures, and time horizons that were never designed to work together.
We architect your wealth as a unified system: investment strategy, entity structure, liquidity planning, and risk management coordinated under one coherent vision rather than managed in silos.
Optimization
Intelligent tax architecture that works across borders, entity types, and generational timelines — without sacrificing compliance.
At the level of wealth we serve, tax strategy is not an annual filing exercise. It is an ongoing architectural discipline — one that requires integration with your investment activity, estate plan, business structure, and philanthropic goals.
Our tax advisors operate at the intersection of domestic and international tax law, designing structures that minimize liability while preserving full compliance across every jurisdiction you operate in.
Continuity
The decisions made today determine whether your wealth survives the transitions that matter most.
Wealth transfer is the point where most families lose the most — not to markets, but to planning gaps, governance failures, and structures that were not designed for the people meant to inherit them.
We build succession frameworks that are specific to your family's values, dynamics, and long-term vision — covering the legal, financial, and relational dimensions that institutional advisors consistently underserve.
Protection
Elite legal coordination that protects your interests across jurisdictions, entity types, and transactional complexity.
We partner with elite legal professionals across the relevant jurisdictions to ensure your affairs are not simply documented — they are structured to withstand challenge, change, and time.
Our role is to coordinate and oversee: ensuring that your legal, financial, and tax advisors are operating from a unified strategy rather than in isolation from one another.
Lifestyle
Your time is not a resource to be managed. It is your most irreplaceable asset — and we protect it accordingly.
For principals whose attention commands significant financial value, the cost of misallocated time is not trivial. We provide concierge services designed for the complexity of UHNW life — not lifestyle management for its own sake, but the removal of friction from the things that matter most.
Every concierge engagement is governed by the same NDA and discretion protocols as our financial advisory work, without exception.
Enterprise
Strategic counsel for clients whose operating enterprises are inseparable from their personal wealth.
For founders, operators, and family office principals with active business interests, the line between enterprise value and personal wealth requires careful, coordinated management.
We provide strategic counsel across acquisition, governance, growth, and succession — always with an eye on how enterprise decisions interact with the broader wealth architecture we have built for your family.
Legacy
Transforming wealth into enduring impact — without sacrificing the strategic discipline that built it.
Philanthropy at this level is not charity. It is a strategic expression of your family's values, integrated with your tax structure, estate plan, and generational narrative.
We design philanthropic frameworks that reflect what your family stands for — and ensure they operate with the same governance standards as your financial interests.
How We Engage
We do not offer standardized entry points. The first conversation is a genuine assessment — of your circumstances, your complexity, and whether we are the right firm for what you need.
Prospective clients submit a brief application. We review within 48 hours. No unsolicited outreach. No group onboarding.
Kalanie personally conducts an initial consultation to understand your full picture — assets, structure, goals, and where your current advisory setup may have gaps.
We develop a preliminary strategic assessment that maps your current position against your long-term objectives, identifying the highest-priority areas of opportunity.
We propose an engagement structure tailored to your specific needs — not a tier, not a package, but a bespoke scope of work with clear accountability at every level.
Begin the Process
We accept a limited number of new principal relationships each year. Applications are reviewed personally by Kalanie Petersen and responded to within 48 hours.
$50M minimum investable assets · Governed by NDA · Miami, FL