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OUR approach

Multi-Family Office Experience

Gain access to our team of sophisticated advisors and associates, leading-edge technology, and an unparalleled client-service experience. We leverage our expertise serving ultra-high-net-worth families to provide you with uncompromising stewardship of your investment, tax, trust, estate, and philanthropic universe.

You Deserve Custom Solutions Built to Fit Your Family's Unique Private Wealth Needs

From tailored investment strategies and access to private capital deals to private banking and consolidated financial reporting—we develop a suite of services to fit the complex, personal needs of you and your family.

You are at the center of everything we do.

As a true fiduciary we sit alongside you providing independent analysis, guidance, planning and oversight to secure your interests, legacy and peace-of-mind.

We take a holistic approach to understanding your goals, dreams and needs.

We take the time to listen, evaluate and understand your objectives, mission, and the unique needs of your family in order to develop a strategy and implement a plan optimized around your priorities.

Our Process

Listen, Evaluate
& Understand
Identify, connect
& Strategize
Design, Develop
& Curate
Activate, Execute
& Deliver
Report, ReEvaluate
& Optimize

It's all built to secure your greatest asset.
Your time.

From investment portfolio optimization to private banking services, it all comes down to one purpose—giving you back your time. We handle the details and keep our eyes on the big picture so you can focus on the passions, pursuits and priorities that mean the most to you.
Investment Analysis & Optimization
Private Banking
Trust & Estate Planning
Tax Optimization
Philanthropy
Cash FLOW ANALYSIS & PLANNING
COnsolidated Reporting
Risk Management

Our Partners

We work with a select, global network of best-in-class financial industry partners to manage, protect and secure your wealth.

Client Stories

Meet the individuals and families we empower to pursue their passions and achieve their dreams.
A Well-Executed Business Exit

Dr. Marino

After decades of building a highly profitable veterinary practice, our client—a respected medical professional and business owner—was ready to transition into the next chapter of his life.

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After decades of building a highly profitable veterinary practice, our client—a respected medical professional and business owner—was ready to transition into the next chapter of his life.
Establishing A Family Legacy

The Anderson Family

After a life-long journey building a successful business, we worked hand-in-hand with the Anderson family to turn a profitable exit into a legacy that will create new possibilities for generations to come.

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After a life-long journey building a successful business, we worked hand-in-hand with the Anderson family to turn a profitable exit into a legacy that will create new possibilities for generations to come.
Coaching a Former NFL Player Into A Successful Next Chapter

Mr. Neil

We were introduced to a young NFL player who had a promising start to his career but found himself without a renewed contract. We explored industries, conducted mock interviews, built a resume, developed a financial foundation and leveraged his unique brand and experience to open new doors.

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We were introduced to a young NFL player who had a promising start to his career but found himself without a renewed contract. We explored industries, conducted mock interviews, built a resume, developed a financial foundation and leveraged his unique brand and experience to open new doors.

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An Introduction

Schedule an introductory call with a Third View Private Wealth Advisor.
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