Families with significant wealth
These households seek one clear view across investments, planning, taxes, estate structures, and family priorities.
Who we serve
Advice for complex
financial lives.
Our clients often make decisions in which investments, taxes, estate plans, and family priorities affect one another.
Client situations
We begin with each client’s circumstances.
The following situations are illustrative. The right fit is determined through conversation and a clear understanding of what support is needed.
Founders & entrepreneurs
Personal and business decisions are closely linked, so each requires context from the other.
Executives
Equity compensation, concentrated exposure, complex tax considerations, and limited time often compete for attention.
Families approaching liquidity
A sale, distribution, inheritance, or similar event can reshape the family balance sheet.
Multigenerational families
Governance, education, philanthropy, and the transfer of assets and responsibility span generations.
Individuals with complex financial lives
Investment, tax, estate, and family decisions often affect one another. An advisor keeps long-term priorities in view across them.
We establish the priorities before evaluating the choices.
A first conversation is an opportunity to understand the decisions in front of you, the team already in place, and whether Antoninus is suited to help.
Begin a conversation