We understand the importance of truly partnering with our families and their advisory teams; we seek to augment, not duplicate, their areas of expertise, advice and counsel, by providing  clear, detailed, fully integrated and comprehensive  multi-generational family wealth profiles. Our consulting advice is based upon years of actual experience from a differing vantage point.


Clarity was founded with the goal of providing sophisticated and customized single-family office services to each of its families through a team of highly experienced professionals dedicated to providing each family with unparalleled level of personal service and commitment. Our team is comprised of client facing individuals with an average of over 15 years of experience specializing in working with single family offices and families of extreme wealth and complexity. We strive to clarify the complexity of family wealth structuring by integrating illustrations, financials and written summaries of legal documents, thereby providing ease of access points to information for our family members and advisory teams.

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Our Mission

We seek to help CLARIFY our clients multi-generational family wealth related goals and intentions (“Family Wealth Blueprint Design”), OPTIMIZE achievement of such goals and intentions by minimizing the collateral loss of wealth to portfolio volatility, taxes and creditors (“Family Wealth Blueprint Execution”), and PRESERVE, PROTECT and ENHANCE our families wealth through a team of family office service experts intimately involved in family, trust and entity administration (“Preserve and Protect Planning”).

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our clientS include:

  • Existing Single Family Offices

  • Ultra-High Net Worth Families (Multi-Generational Wealth Families With Complex and Numerous Wealth Structures)

  • Families with Publicly Traded Stock Concentrations

  • Private Business Owners

  • Executives of Publicly Traded Companies

  • Families Facing Significant Wealth Transition Events (e.g., Sale of a Private Company or Publicly Traded Stock Concentration, Retirement, and Death of a Family Member)