Wealth Management | Family Office
Financial planning guidance custom-built for entrepreneurs.
You spent decades building something extraordinary. Class VI Family Office helps you turn that success into lasting security, legacy, and impact for the people and causes you care about most.
How it works
Your financial planning partner for every stage of your journey.
Prepare
Before the transaction: Clarify what you'll need, plan for after-tax proceeds, and direct wealth efficiently to your family and causes.
Navigate
During the transaction: We work alongside you and your deal team—so your personal and financial decisions stay aligned when the stakes are highest.
Thrive
After the transaction: Put your proceeds to work funding your lifestyle and philanthropy, guided by our experience with founders who've made the same transition.
Holistic wealth management for entrepreneurs.
Customized Strategy
Build a personal financial foundation tailored to your unique needs and goals. Our comprehensive guidance spans financial planning, asset protection, legacy planning, philanthropic giving, and more.
Investment Strategy
We don't just preserve wealth—we grow it, with strategies across public and private markets that cover asset allocation, investment manager selection, ongoing reporting and review, and consistent communication.
Advisor Coordination
We match you with the right external advisors based on your near- and longer-term objectives and make sure your entire planning team is working as one. This means handling referrals, estate planning coordination, proactive tax strategy, insurance oversight, and facilitation of all advisor meetings.
Community & Networking
We connect you with a community of like-minded entrepreneurs in every phase of the journey, plus offering entrepreneurial networking, client events, creative collaboration, and access to private investment opportunities.
A more personalized level of service.
We recognize how important and complex financial decisions can be. Our team is here when you need us. Whether you’re preparing for a company sale, welcoming a new addition to the family, or deciding on a major purchase, we help you plan with confidence.
Built on trust and transparency.
We’re a registered investment advisor with a fiduciary responsibility to our clients. We don’t earn commissions or make money by recommending investment products. We’re compensated through a single, transparent percentage, with no hidden fees.
The sale of your company will come with new financial complexities.
For most of your career, your net worth and your business were the same thing. A sale changes that overnight, bringing proceeds to invest, taxes to manage, and a legacy to structure.
Class VI Family Office Clients
Hear directly from Class VI Family Office clients about their experience and the value of working with our team.