Broker Check

Family Office

Strategic & Concierge Wealth Management to Simplify the Complexity of your Success

Strategic & Concierge Wealth Management to Simplify the Complexity of your Success

Providing unique strategic and concierge advisory services for our Founders, Entrepreneurs, High-Net-Worth and Multigenerational Families. Achieving this level of wealth comes with a greater level of responsibility as opportunities and risks are magnified. Working with a select number of clients, our proven process and (our Ecosystem of) coordination with subject matter expert partnerships allow us to truly simplify the complexity of your success.

Spa Treatment

Spa Treatment

"Spa Treatment" was created to unify collaboration amongst professionals instead of working in isoladted silos on a "as needed" approach.

Structure
Process
Accountability

Our foundation as a strategic advisor is to get a deep, thoughtful understanding of your families legacy, passions, challenges, impact capital and construct an elite team to deliver on our commitment to represent the family.

Who We Best Serve

$20mm+
Net Worth

$10mm+
Investable Assets

Our Process

Explore

Explore

Our client-centered approach starts by exploring your family’s story, goals, values, concerns, and challenges. We will learn about your current approach to opportunities and risks that face families in similar situations. Understanding what may be causing friction or additional complexity will help us identify ways to give you the luxury of time and peace of mind.

Evaluate

Evaluate

After gaining a complete and thorough understanding of your family's aspirations & challenges, we begin by comprehensively reviewing your financial situation, assess your complete picture & trajectory. We'll discuss critical areas like cash flow, investments, insurance, tax planning, and estate planning. We'll identify optimization opportunities, address challenges, and demonstrate how we can help Simplify the Complexity of your Success.

Engage

Engage

With careful consideration and guidance, our journey together begins with the ASE SPA Treatment. We'll identify quarterly Key Areas of Focus and put your comprehensive plan into action. Recognizing that implementation is an ongoing process, we adopt a project management approach. It's time for you to sit back, relax, and enjoy the journey while we navigate the waters ahead.

Family Office

Aaron Berg

Aaron Berg, BFA, CEPA®

Partner, Director of Investments

Connor Donohue

Connor Donohue, MBA

Senior Financial Planning Analyst