Our team of advisors will walk you through our simplified process to deliver a wealth management plan that’s easy to understand.
With wealth comes complexity.
49 Private Wealth specializes in simplifying the complex financial lives of our clients by offering a family office level of service at an affordable price.
We work in partnership with your existing financial team to coordinate and simplify your wealth strategies, providing a holistic approach to financial planning.
Deliver smart, neutral advice
Lead your handpicked team of financial experts
Consolidate all financial updates
Streamline all communication
Provide all necessary oversight
Centralize your support
Plan with a focus on tax efficiency
At 49 Private Wealth, we created a process that offers a family-office experience, without paying the exorbitant costs associated with creating your own
or joining a multi-family office.
We start by taking the time to really know you and understand what is most important to you.
Your values and ideas guide the creation of a clear plan to accomplish your family’s goals and priorities.
We then act as the liaison between you and your financial team to integrate a holistic and cohesive plan amongst all team members.