For a certain caliber of wealth
Fortunes are lost to unprepared heirs and quiet conflict — not bad markets. We prevent both.
By invitation
Your wealth architect
Built, inherited, or unlocked by a liquidity event — the work is the same: bring multiple entities, trusts and advisors under one strategy, with a multi-generational lens most firms never apply.
Worries we put to rest
You leave year one with a Wealth Map, an estate-plan review, an asset-protection analysis, and a titling and beneficiary audit — refined every quarter.
The hard truth
The difference is rarely returns. It's whether there's a plan — and whether the next generation is ready.
Without a coordinated plan, studies suggest roughly 70% of family wealth is gone by the second generation — and 90% by the third. We build yours to be the exception.
Next generation & family governance
Documents are the easy part. The families whose wealth survives — the one in ten — do the harder work: they prepare the people. We build that program alongside you, as deliberately as the financial plan.
Real financial literacy, age-appropriate and revisited year over year — so heirs understand how the wealth works, and the responsibility it carries, long before they inherit.
Facilitated family meetings and retreats where the family aligns on purpose and big decisions — building communication and trust before they're ever tested.
A written family mission and values charter — why the wealth exists and what it's for — so your intentions guide decisions long after you're in the room.
A clear governance framework — decision rights, roles and milestone-based trusts — so heirs grow into stewardship rather than inherit it all at once.
One point of command
You don't lack good advisors. You lack one person connecting them. The gaps between your attorney, CPA, banker and insurance team go unnoticed until they cost you. We coordinate all of them from a single plan.
Join the Waitlist →By invitation
The Fusion Standard
Care drawn to specification, like everything else we build — the same on your best day, and your hardest one.
Dustin is your single point of contact across every generation — with a dedicated team behind him, so the relationship endures across decades, not quarters.
We coordinate your CPA, estate attorney, trustee, banker and insurance team — and stay accountable for how all of their work fits together.
Heir education, family meetings and a written family mission — run as deliberately as the financial plan itself, so heirs are ready to receive what you’ve built.
Defined protocols for a liquidity event, a death, a divorce, a birth or a change in the tax law — with our outreach before the deadline, not after it.
Advice held to a fiduciary standard, with the institutional strength of Kestra (member FINRA/SIPC) behind every account — a plan built around you, not a product to sell.
Most of the families we serve are introduced by those we already do. We take on only a limited number each year — so every relationship receives the depth this work demands.
Common questions
Acting as your wealth architect means bringing every entity, trust and advisor under one multi-generational plan — coordinating investments, estate, tax, protection and family governance, and acting as your single point of command so nothing falls through the gaps.
With two things most plans miss: structure and readiness. We build the trusts, titling and tax strategy that preserve capital, and the heir education and governance that prepare the next generation to steward it rather than spend it.
No. The first private conversation starts with your family's goals, not your balances. We can coordinate your existing advisors and accounts from a single plan — the relationship begins with fit, not a transfer.
A certain caliber, by introduction
Built for estates that have outgrown any single advisor. Join the waitlist — when a place opens, a private conversation about the wealth, the plan, and the generations it’s meant to reach.
By invitation