Go confidently in the direction of your dreams

Learn More

Practical guidance that transcends stocks and bonds


Good planning starts and ends with you. We help you go wherever you want to go.


Personalized portfolios of public and private investments. We get you access to the investment strategies institutions invest in, and create a portfolio based on your needs.


Implement strategies to preserve wealth and plan for your legacy while minimizing portfolio volatility, protecting from creditors, and reducing your tax footprint.


Have the confidence, peace of mind, and time to focus on whatever is most important to you. Leverage our experience to handle everything else.

Services offered through Alternativ Wealth


Financial Planning

  • Goals-based financial planning
  • Cash-flow models for various life scenarios

Trust & Estate Planning

  • Generational wealth planning
  • Tax optimization through trust structures
  • Family governance over finances
  • Tax Filings

Charitable Giving

  • Philanthropic interests of clients
  • Tax efficient charitable contributions
  • Donor Advised Funds (DAFs)


Portfolio Management

  • Managing the portfolio to achieve the desired exposure across asset classes
  • Fully tailorable to your needs (ESG, alternatives etc.)

Alternative Investments

  • Broad exposure opportunities across private and illiquid markets
  • Managing existing investments
  • New investment opportunities

ESG + Impact Investments

  • Facilitating investments with impact in mind



  • Personal risk management for liabilities (auto, home/renter’s, umbrella, life, disability)
  • Life settlements

Tax Planning & Strategy

  • Finding and implementing strategies to minimize tax exposure.
  • 1031s, conservation easements

Asset Protection

  • Creditor protection strategies


Family Office

  • We take on all aspects of your financial life

Bill Payment

  • Ensuring management and timely outgoing bill payments

Credit Management

  • Manage drawing down on credit facilities (e.g., margin)