Wealth management services built on strong client relationships.

Since 2016, our team has been helping entrepreneurs to secure their financial futures through holistic, personalized wealth management strategy.

$ 0 .B
Assets under Management
Net Promoter Score
1 :1
Client : Advisor Ratio

Empowering the entrepreneurial spirit

one entrepreneur family at a time 

Entrepreneurs are the builders.
The revolutionizers.
The risk-takers.
The change-makers.

We work exclusively with these wealth creators and business owners because we have a deep respect for what they’ve created and the challenges they overcame to get to where they are today.

Meet the Class VI Family Office Team

Managing Director

Class VI Family Office

Director of Client Experience

Class VI Family Office

Senior Investment Strategist

Class VI Family Office

Wealth Advisor

Class VI Family Office

Portfolio Manager

Class VI Family Office


Class VI Securities

Managing Director

Class VI Securities

Class VI Family Office

Our primary goal is to make your family’s dreams a reality

With Class VI, it’s about more than just the financial return.

We take the time to truly understand your family’s goals and the legacy you want to leave. And although all our entrepreneurial clients share similar circumstances, everyone and every situation is unique… and each of our client relationships reflect that.

We earn the confidence of clients through expert guidance, attentive service, and a commitment to results. We then keep that confidence through meaningful, mutual relationships.


Our drive is inspired by yours

We recognize and appreciate you, as a business owner and entrepreneur – all you’ve accomplished and the risks you’ve taken to get where you are today.

We’re inspired by the jobs you’ve created and the people you’ve employed. By the services you’ve provided and the products you’ve delivered.

Our respect for who you are and what you’ve accomplished drives our results because your family deserves the financial future you’ve always dreamed of.


  |  We’re on it.


  |  We learn from one another.


  |  We’re not all business.

See what our clients have to say

Ready to secure your financial future?

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