Core Strategies & Services
Our approach combines disciplined planning with personalized care to support your family’s evolving needs.
TAX PLANNING STRATEGIES
Strategic collaboration with your tax advisors to minimize liabilities, enhance efficiency, and optimize asset structures.
Family Engagement & Education
We provide governance frameworks, family education, and engagement programs—helping each generation understand, participate in, and steward the family’s wealth responsibly.
ESTATE PLANNING
Coordinated estate and trust planning ensures assets transition smoothly while preserving your wishes and family harmony.
PHILANTHROPIC PLANNING
From concept to execution, we guide families in creating meaningful, measurable giving strategies that reflect their passions and values.
BANKING & LENDING SOLUTIONS
We coordinate liquidity, credit, and lending solutions that support major purchases, business growth, and real estate transactions.
RISK MANAGEMENT & INSURANCE SOLUTIONS
Designing efficient legal entities that balance control, flexibility, and tax optimization—ensuring business and personal interests align
FINANCIAL & PERFORMANCE REPORTING
Consolidated accounting and transparent reporting across all holdings. Our administrative support simplifies cash flow, tracking, and payments.
INVESTMENT OVERSIGHT
Portfolio construction and oversight rooted in disciplined research, diversification, and risk management—always aligned with your family’s objectives. (Provided by Waterloo Capital)
Why Choose Us
Decades of Experience
Our senior team brings deep experience working with business owners, closely-held companies, family offices and multi-generational families. (See our leadership section for bios.)
Fiduciary Mindset
We prioritize your family’s best interests in all of our decisions and recommendations. This mindset ensures that decisions are made with integrity and transparency.
Comprehensive Capabilities
Many firms manage investment portfolios and may provide one or two additional services. We support a full suite of services: from tax solutions, business structuring, estate planning and philanthropic engagement to strategic financial oversight. Investment portfolio management can also be provided through Waterloo Capital (an SEC-registered investment advisor).
Personalized Service
You are not “just another account”. We seek to understand and align with your family’s ethos, complexity, and purpose. And we commit to ongoing review, adaptation and coordination across your advisors, entities and family stakeholders.
Legacy Orientation
Protecting your capital is necessary, but sometimes not sufficient. We focus on preserving optionality, enabling purposeful action, and transferring wealth responsibly.
Mark McAdams
Family Office Services Managing Director
Michelle Kultgen
Family Office Services Managing Director
John Chatmas
chief executive officer
Jordan Goforth
Paraplanner
Connect With A Member Of Our Team
Start a conversation or schedule a consultation with a specialist focused on your family’s future.