You’ve won at business.

Now win the game that matters.

The Family Office for Entrepreneurs

It gets more complicated. As your wealth increases, life gets more comfortable, but the complexity increases in a hurry. On top of that, you’re probably still thinking about what’s next. What do you want the future to be? And that’s where we tend to be invited to the table.

Winners have coaches.

Winners have coaches helping them get to the future. That’s why we created the Wealth Coach team to have your back. We know the game. We’ve coached hundreds of other high-performing entrepreneurs, and our playbook may have just what you’re looking for…

Joseph Mackey
Nathan Bohannon
Cassie Beardslee

It’s Your Legacy

Decisions have an echo. When you plan, when you invest, when you put measures in place to protect your estate, those decisions have an impact far into the future. Your legacy will be the sum of your decisions and making good ones now helps create a future to be proud of, even long after you’re gone.

Clarity, Confidence, Freedom

When Inspiration and Discipline meet, there is Freedom. You’ve seen it in your business. There was an idea, there was work, structure helped keep things on track and by holding to a plan – even a plan that had to shift based on what was happening around the business – it created freedom. For the business, your team, yourself and your family.

Do Values Matter?

We think so. Lots of companies have values – they do a brainstorming session, come up with some great words, put them on a plaque in their board room and pat each other on the back. And then nothing changes.
We refuse to subscribe to that because Inspiration and Discipline drive us too. We have purpose that inspires us and we’re disciplined to three guiding values. They draw us forward, inform our decisions, and help us recognize future team members and appropriate clients alike.

They’re simple. They’re clear. And they matter to us. They may not be the same as yours, but knowing them gives you a glimpse into who we are and how we’re a good fit for entrepreneurs.

Live open and honest: We are who we are and are doing our very best for our clients, our team and each other. We don’t hide, cover up, or obfuscate. We’re all flawed humans, so we’ll have our moments, but we’re open about our commitment to our clients, to our business and to doing a great job and work hard at it.

Lean into work: Some people go to work; we lean in to it. We’re not here to mark time or go through the motions. We’re a catalyst for positive change and that means sometimes it keeps people on their heels – they aren’t used to the attention, depth, thoroughness and constant effort to make our clients, our business and ourselves, better.

Lead with humble confidence: Our clients are looking to work with leaders, not “yes” people. That means that we take initiative and know our stuff. We live in a world where doing what you say, on time, and delivering fully isn’t a common occurrence. But we work hard to do that every time.

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