Entrepreneurial success turned into living legacy.
Your financial well-being as an entrepreneur is at the heart of what we do.
Tailored wealth management. Goal-based investment solutions.
Customized Financial Strategy
There’s not just one right solution.
Comprehensive financial and investment planning customized to your family’s unique ideals & goals.
- Financial planning
- Strategic credit
- Asset protection
- Legacy planning
- Philanthropic advisory
Advisor Coordination
Let’s get everyone on the same page.
We assist you in getting the right advisors in place, and coordinate to ensure all parties are aligned.
- Advisor referrals
- Estate planning coordination
- Proactive tax strategy
- Insurance oversight
- Facilitate all advisor meetings
Connected Community & Networking
Welcome to the club — the entrepreneurial club that is.
Connect with a vast community of like-minded entrepreneurs, in all phases of their journey.
- Entrepreneurial networking
- Client-focused events
- Creative collaboration
- Private investment opportunities
Investment Strategy
We’re not just about preserving wealth. We’re about growing it too.
We provide customized strategies, utilizing both public and private markets to help you achieve your investment goals.
- Asset allocation
- Investment management selection
- Reporting and review of assets
- Proactive advisement
- Consistent, ongoing communication
WHO WE SERVE
Your entrepreneurial spirit drives what we do
At Class VI Family Office, we don’t work with just anyone. We focus exclusively on wealth creators and business owners, like you, who have taken risks and built something extraordinary.
We understand the entrepreneurial journey that has brought you to where you are today. We’ve walked it too.
Now, we want to support you to get to where you’d like to go next.
The value of a Class VI partnership
Professional Expertise
Our specialized knowledge and valuable experience in entrepreneurial wealth management allow us to create personalized plans to support your specific financial, philanthropic, and legacy objectives.
Client Connections
Our planned entrepreneurial networking opportunities and client events create a connective culture filled with valuable relationships and collaborations.
Exclusive Access
We have access to exclusive private investment opportunities through our unique entrepreneur network and business model.
Peace of Mind
You’ll have peace of mind knowing your investments are being expertly managed to align with your family’s goals, and that our team has your back.
PROCESS
Make your dreams a reality.
Understand
What have you always dreamed of creating, owning, or doing? This is where you dream, and we listen. We want to get to know you, your goals, and the legacy you want to leave.
Boats, homes, vacations, art, gifts, and causes. We want to hear them all.
Develop
What’s possible and what might be out of reach? After we fully understand your financial standing, we’ll present a tailored strategy on how we could preserve and maximize your wealth.
Get a first look at the impact you can make and legacy you can create.
Create
How do you wish to be supported?
When partnering, we take it one step further and build a detailed personal investment plan that incorporates your goals, time horizon, and risk tolerance.
Chart your path, connect us with your other advisors, and align on our way forward.
Provide
Where do you want to go next?
We’ve got this. Our team will provide you with attentive, ongoing, proactive management and oversight of your financial picture.
Take that vacation you’ve always dreamed of doing. We’ll take care of the rest.
Our commitment to transparency and trust
Our teams has decades of experience advising entrepreneurs and their families on their personal finances before and after a business sale.
This focus on the entrepreneur provides us with in-depth insight into your unique situation and the challenges and opportunities that go along with it.
Class VI’s client relationships are built on a foundation of trust and respect. We don’t just value you as a client, we value you as an individual.
Our promise to you is to provide customized wealth solutions with total trust and transparency. You’ll never feel out of the loop with your investments or blindsided by hidden fees, because there are none.
