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®
- Pre-Sale Planning: Critical steps to help align with evolving tax laws.
- Exit Strategies: Tax savings for your liquidity event, business exit, and succession planning.
- Tax Efficient Portfolios: Customized for your specific wealth objectives, risk tolerance, and future plans.
- Paycheck Replacement: Create cash flow regardless of market, economic, or interest rate cycle.
- Disruptive Innovations: Consider industries that are likely to grow exponentially.
- Diversification: Key to creating an income stream to sustain financial independence.
Boutique Family Office
Driven by Innovation. Built for Entrepreneurs.
Financial Independence
Lifestyle Enhancements
Your Next Venture
Access Diverse Investment Opportunities
- Private Markets
- Tax-Efficient Investments
- Real Estate
- Qualified Opportunity Zones
- Private Capital
- Private Equity Secondaries
- Deep Network Sources
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.