Your Family Office – with a National RIA Platform

We integrate your real estate, debt, and private investments into one coordinated strategy to maximize your total net worth.

Boutique Service. Institutional Power.

Many affluent families find themselves stuck between a traditional advisor who lacks specialized expertise and the high cost of building their own private family office. Procyon’s model offers a middle path: a fully customizable, institutional-quality team that lives under one roof to simplify your financial life.

Strategic Coordination

We replace the fragmented experience of multiple disconnected advisors with one unified team.

Objective Advice

As 100% independent fiduciaries, our guidance is based solely on your family’s unique vision and values.

Expert Circle

Through our strategic partnership with Procyon, you have access to a team of CFPs®, CFAs®, CPAs, and estate professionals surround you with the highest level of fiduciary care.

Comprehensive Management for Sophisticated Lives

We tailor our advice to focus on effective governance, risk mitigation, and the seamless preservation of your family’s legacy.

Portfolio Management & Reporting

Through our partnership we provide a unified view of your complex balance sheet, focusing on risk-adjusted, after-tax returns.

Tax Planning & Preparation

Through our partnership you will receive tax strategy is leveraged year-round by in-house professionals to minimize the impact of income and estate taxes.

Estate Planning & Wealth Transfer

Through our partnership you will have access to dedicated legal experts, we help execute a cohesive plan to protect wealth for generations.

Family Legacy & Governance

In alliance with Procyon, we offer facilitate education and mentorship for the next generation to ensure they are prepared for the responsibility of wealth.

Risk Mitigation & Insurance

Through our platform partner we ensure you have sufficient coverage to transfer the risks inherent to wealthy families while optimizing premiums.

Managing the Day-to-Day with Precision

Our goal is to minimize administrative friction so you can focus on what matters most to your family.

Liquidity Management

Proactively managing your day-to-day cash flow and supportable spending levels.

Debt & Mortgage Strategy

Analyzing debt as a strategic tool within your broader financial roadmap.

Procyon Trust

Access cost-effective, personalized trust solutions through our dedicated trust company branch.

Build a Team Dedicated to Your Prosperity

Discover how an outsourced family office can bring clarity to your complexity and security to your future.