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. |
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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