An elastic infrastructure for managing total wealth
Our Wealth Engineering Community
Serving Over 2,100 Wealth Advisory Firms Encompassing 11,400+ TopTier Advisors
More than $360 Billion in AUM with access to $5.3 Trillion+ of client Net Worth
Multi-Family Offices • Insurance & Investment Organizations • Retirement Planners • Broker/Dealers
Wealth Management Firms • Legal & Accounting Firms • Financial & Estate Planners • Custodians
A wealth advisory ecosystem synchronized with turnkey modular solutions
Bringing families, their businesses, their advisors and their wealth together
"It Takes A Village"
Harmonized with our extended Team of independent Expert Sourcing Firms to
surround the ever-changing ecosystems of Managers of Wealth and their HNW Clients.
Helping Firms Transform Into A New Wealth Management Dimension To Magnify Success
Helping Rejuvenate The Contours Of Advisory Practices To Become More Agile
In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage
"Future-Proofing Wealth Advisory Practices in the New Age"
Create organic growth - Add new ingredients to your mixing-bowl
Helping Firms Install New Strategies
Syncing their "practice ecosystems" with the "wealth platforms" of their HNW families and businesses.
Helping Advisors Deploy New Tactics
Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Our OpenOption Practice EngineeringTM Sandbox
"Recalibrate your practice ecosystem to enhance success"
Our Expert Sourcing Team - It takes a "Village"
Equipped with an arsenal of best-of-breed Expert Sourcing Firms, our highly experienced and multi-disciplined
team of professionals amplify the perpetual value and success of wealth advisory firms.
The Result — Custom Designed Success Blueprints
OpenOption dream engineeringTM interfaced with highly competent advice
and efficient implementation; monitored and refined as needed.
Governing Body and Grantor of the following Professional Designations
Chartered Wealth Engineer - ChWE • Chartered Charitable Capital Advisor - ChCCA