Saul Wealth

Tailored Financial Solutions for Entrepreneurs

Our ‘Personal CFO’ service is tailored specifically for entrepreneurs. With experience managing business and personal finances for clients with significant annual incomes, global assets, and complex financial structures, we offer a completely unique approach to financial oversight. As your ‘Personal CFO,’ we integrate all aspects of your financial world, from business investments and personal wealth to insurance, tax strategies, and estate planning, so you have more time and control.

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A Family Office Approach to Wealth Management

As a highly successful entrepreneur, you have built a thriving business and assembled a talented team to help you manage it. But with great success comes even greater complexity. While you're laser-focused on your business, who is overseeing the rest of your growing personal and business enterprise with the same tenacity, focus and unique skill set.

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The Entrepreneurial Dilemma

You're juggling multiple specialists - from investment advisors to tax planners, estate attorneys to insurance agents. But who's connecting the dots with the expertise and mission that you have. The very success you've worked so hard for has created a new challenge: managing the managers of your financial empire.

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^{How We Can Help}
Your “Personal Chief Financial Officer”

That's where we come in. We’re not just a financial services team; we're your "personal CFO", your project manager, your fixer and are completely differentiated from others you engage with currently. With over 15 years of multidisciplinary experience, we understand the unique challenges of entrepreneurial life because we live it too.

Our comprehensive suite of services includes:

Income Tax Strategies

Tailored approaches to optimize your tax position across personal and business realms.

Estate Plan Review and Monitoring

Collaborate with top-tier estate planning attorneys to ensure your legacy is protected and efficiently transferred.

Gifting Strategies

Maximize the impact of your generosity while minimizing tax implications.

Tax-Deductible Insurance Strategies

Leverage insurance solutions that provide protection and tax advantages.

Investments & Wealth Management

Investment portfolio and asset management customized to your goals, objectives and risk tolerance. Tax-efficient investment strategies, alternative investments and independent money managers.

Captive Insurance Strategies

Advice on establishing and managing captive insurance companies for risk management and potential tax benefits.

Professional Relationship Sourcing

Access our network of elite professionals across legal, financial, insurance, tax, aviation, and concierge services.

Philanthropic Planning

Align your charitable giving with your values and financial goals for maximum impact.

^{Our Process}
Our approach is as unique as your journey:

Discovery

We dive deep into your world, understanding your business, personal life, values, and decision-making style.

Analysis

We conduct a comprehensive analysis of your entire financial picture, identifying risks and opportunities.

Implementation

Together, we prioritize and tackle your most pressing financial challenges.

Monitoring

We provide ongoing performance monitoring and adjustments, ensuring your financial ecosystem evolves with your success.

What Sets Us Apart?

Exclusive focus on entrepreneurs with $50MM minimum net worth

Serving only
50 select families

Member of the prestigious Family Office Exchange (FOX)*

Credentials That Define Excellence

Our advanced designations reflect our commitment to providing unparalleled service to entrepreneurial families. Each certification equips us with specialized skills to address the unique challenges you face, from business succession and tax-efficient strategies to holistic wealth management.

• Certified Exit Planning Advisor (CEPA)

• Certified Private Wealth Advisor (CPWA®)

• Certified Financial Planner (CFP®)

^{Additional Services}Enhancing Every Aspect of Your Financial Life

We go beyond traditional financial planning to offer a range of additional services designed to simplify and optimize your wealth management experience. Our solutions are tailored to address the unique complexities of entrepreneurial families, providing seamless integration and expert oversight.

• Bill Paying Services through trusted partner companies

• Negotiation of your current investment fees

• Quarterly performance updates and strategic recommendations on all your assets

• In-house investment management and lending solutions

• Sourcing and due diligence of alternative asset managers

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