Our Promise


We deeply understand who you are, how you make decisions, what communication formats keep you best informed and where you want to be in the future. From Grandparent to grandchild, from retirement funds to family foundations; the experience will be about what you need and want – delivered via a dynamic platform designed for the 2020’s.

Our Approach


Question. Listen. Design. Confirm. Execute. Repeat.

This is about our clients and their families - not pre-ordained institutional solutions. Just as no two families are alike, our approach will differ for each of our partners, but it always begins with deeply diving into who you are, where you are and what is your story. Our financial engineers customize a path to achieve your family’s most aspirational goals and continuously seek greater understanding followed by reconfirmation and testing. It is all about three big questions: Where are you today? Where do you want to be? What outcomes do you want?

Our Services

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Investment Approach

A quantifiable disciplined repeatable process designed for full market cycle investing. What we don’t do… Buy and Hold Pure Indexing Passive Investing A Paradigm Shift… Creative: Go anywhere investment strategy utilizing broad asset universe —Not limited to traditional equity and fixed income...
 

Tax Planning

Our Tax Planning philosophy is not centered around tax avoidance, but rather on helping you structure your finances so you and your family aren’t overburdened by an undue tax liability. Delayed tax planning is tantamount to leaving potentially savable dollars, of your hard-earned money, on the tax...
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...
 

Capital Analysis and Access

The proper utilization of capital within a balance sheet can play a dramatic role in wealth creation, and when appropriate the use of credit can help create liquidity and free up capital for other investments. Types of credit facilities we coordinate: Unsecured Loans Non-Recourse Loans Marketable...
 

Philanthropic Planning

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...
 

Multi-Family Office

As a family’s wealth continues to grow so does the need for additional services and coordination of services. We partner with professionals and subject matter experts in order to collaborate, and execute on strategies that provide value for ultra-high net worth families. Services Provided or...

Despite all I have seen and experienced, I still get the same simple thrill out of glimpsing a tiny patch of snow in a high mountain gully and feel the same urge to climb towards it.

- Edmund Hillary

Vista Viewpoints