LIQUIDITY PLANNING
& SELLING YOUR BUSINESS

Streamline Your Path

CEO Founders | Entrepreneurs

You Face Unique Planning Challenges

$5.3B

Assets Under Administration

350

Families

100+

Liquidity Events

THE FINANCIAL PROFESSIONALS YOU NEED ALL UNDER ONE ROOF

Our services are tailored to multi-generational families who are enterprising, entrepreneurial, and philanthropically-minded. They value wellness and stewardship, and use their success to impact others. They live their lives with intention, and have exacting standards for themselves and those around them. They often have existing relationships with other strategic partners, and we take the lead role in ensuring that everyone is working together in harmony for your greatest benefit. Environmental, social, and governance factors guide many of their decisions, and they strive to leave a family legacy that carries their assets and values through many generations to come.

Estate Planning & Wealth Transfer

When? Where? How? Those are the biggest questions When it comes to planning for retirement.

Philanthropic Strategy

Going beyond the balance sheet and giving back to your community.

Insurance Consultation

All financial plans should include an audit of your current and future insurance needs.

Portfolio Management

From buying or selling a business, to saving for retirement, we create a tailored financial plan to meet your needs.

Family Legacy & Governance

We work with clients to help them shape their Legacy around things they truly care about.

Consulting in Tax Strategies

Tax Consulting designed for business owners or families that align with your financial goals.

Cash, Debt & Expense Management

Creating a budget, bill pay, or creating a balance sheet, we offer a wide range of Cash & Debt solutions.

Financial Literacy & Resource Center

Green Street Family Office provides a network of professionals that can help with any situation.

Top Ten Tips Before Selling Your Business

Path to Financial Freedom

Intelligent Wealth Management®

Boutique Family Office

Driven by Innovation. Built for Entrepreneurs.

Financial Independence
Lifestyle Enhancements
Your Next Venture

Access Diverse Investment Opportunities

JOIN OUR EVENT ECOSYSTEM

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Learn About Member-Exclusive Events
ACCESS TO EVENTS & IDEAS

Curated programs with globally recognized thought leaders, scientists, authors, researchers, technologists, and entrepreneurs.

PEER-TO-PEER NETWORK

You become part of a community that shares advice, resources, and investment possibilities to help enrich your life.