Carrying the Weight of Significant Wealth
Legacy, Family Unity, and Responsibility
Significant wealth brings both opportunity and responsibility. Financial decisions reach beyond markets into family alignment, governance, philanthropy, and legacy.
Family Office helps you carry that responsibility with discretion, discipline, and structure.
We serve families and individuals entrusted with significant capital, including entrepreneurs, athletes, and entertainers, whose financial lives encompass family systems, business interests, and long-term impact. Our role is to integrate planning, investing, and oversight so your wealth serves both your family and the purpose it was entrusted to fulfill.
Investment
Strategy
Trust
& Entity
Structures
Tax
Coordination
Liquidity
& Lifestyle
Oversight
Philanthropic
Planning
One Coordinated Structure
One Coordinated Structure
As wealth grows, so does the number of advisors involved: attorneys, CPAs, private investment managers, consultants. Without disciplined coordination, fragmentation may occur. We align not only the structures themselves, but the decision-making and accountability behind them.
Clarity Across Structures
Trusts, operating entities, private investments, and real assets viewed within a single governing structure.
Alignment Across Advisors
Active coordination with your broader advisory team to sustain alignment.
Continuity Across Generations
Structures designed not only to preserve capital, but to protect unity.
Protecting More Than Assets
The greatest threat to generational wealth is rarely market volatility. It is fragmentation of vision and purpose.
Family Office engagement often includes:
•
Clarifying family values and long-term mission
•
Preparing rising generations for stewardship
•
Facilitating productive conversations about responsibility and inheritance
•
Designing governance structures that sustain both capital and relationships
We help families think intentionally about the business of the family, not just the family business.
Stewardship for
Compressed Careers
and Public Lives
For professional athletes and entertainers, financial complexity often accelerates quickly. Income may be concentrated within a limited window. Visibility may amplify both opportunity and risk.
Within Family Office, we provide integrated advisory designed for:
Compressed earning timelines
Multi-state or multi-entity income structures
Brand and endorsement complexity
Accountability and long-term planning beyond active career years
This specialization sits within Family Office because the coordination, discretion, and structure required mirror that of multigenerational wealth.
250 Families
Served
$30B Assets Under
Advisement
68 Team
Members
Begin a Private Conversation
Sr. Managing Director, Family Office
Jamie Spruyt
Scott Calhoun
Managing Director, Sr. Partner
Skip Perkins
Sr. Family Office Advisor, Sr. Partner
Era Yoo
Sr. Family Office Advisor
Kyle Kutz
Private Family Office Director, Sr. Family Office Advisor, Sr. Partner
Don M. Christensen
Executive Vice President, Partner
Reed Crosson
Managing Director, Sports & Entertainment, Sr. Partner
Barb Senum
Sr. Financial Advisor & Operations Manager, Sr. Partner
Morgan Chalk
Sr. Financial Advisor, Sr. Partner
