Ultra-High-Net-Worth - Our Family Office Experience
Your Partner for Multi-Generational Wealth and Family Office Services
Managing extraordinary wealth requires more than investment insight—it demands strategic vision, discretion, and an integrated approach. For families with $40 million and above, we deliver a bespoke, family office-style experience. Our team offers a fully integrated service that spans across wealth management, estate planning, and legacy preservation, ensuring your financial journey is as seamless as it is sophisticated.
What We Offer
Dedicated Team
Senior advisors, investment specialists, tax experts, estate professionals, and a private concierge team personally attend to your family’s unique financial needs.
Custom Investment Solutions
Exclusive access to private equity, hedge funds, custom
co-investments, and specialized lending options. Quarterly planning team meetings and investment reviews.
Advanced Estate & Legacy Planning
Comprehensive multi-generational wealth transfer, governance structures, charitable giving strategies, and global asset management.
Concierge Services
Lifestyle support including personal contact with concierge team, lifestyle planning, and exclusive networking events.
Our Services
Wealth Management
Our wealth management services deliver a curated experience that secures your present and builds a legacy for tomorrow. We blend family wealth planning, innovative investment management, personalized retirement strategies, and visionary tax planning to craft tailored solutions for your unique vision.
Estate Planning
Your legacy is built on the values and vision you uphold. At Provenance Wealth Advisors, our estate planning services are designed to define, protect, and pass on what matters most to you, while minimizing tax implications and ensuring a seamless transition of wealth.
Business Planning
We empower organizations to build resilient, future-ready enterprises. We blend a 360° holistic approach with forward-thinking strategies to turn challenges into opportunities—whether it’s designing agile continuity plans, structuring for growth, crafting visionary succession roadmaps, or forging decisive buy/sell arrangements. With clarity, innovation, and lasting relationships, we build a solid foundation for long-term success.
Corporate Retirement Plans
We craft corporate retirement plans that blend tax efficiency, compliance, and strategic foresight. This empowers businesses to attract, retain, and reward top talent while ensuring long-term security. Whether it’s optimizing savings options or providing flexible retirement benefits, we create strategies that build lasting value for your organization and its workforce.