Institutional-grade discipline, applied to high-net-worth families building a lasting legacy. We help you grow, protect, and transfer wealth with a level of rigor most families never have access to.
Most wealth managers apply retail processes to family portfolios. We apply the institutional discipline we use for boards and endowments, backed by 200+ years of combined experience.
As a Registered Investment Advisor, Equitas is legally bound to act in your interest, in every engagement, always.
We are legally required to put your interests first, always. We cannot recommend an investment because of a commission, referral fee, or any other conflict. Your family's goals are the only thing we optimize for.
Legacy planning requires a different lens than accumulation. We focus on the full picture: portfolio construction, tax-efficient transfer strategies, risk management across time horizons, and the discipline to stay the course when markets test you.
Effective wealth management requires coordination with your full advisory team. We work alongside your estate attorney, CPA, and other professionals to ensure your financial picture is coherent, not siloed. And you'll always have direct access to the people actually managing your portfolio, not a call center.
At minimum quarterly, and more frequently when markets demand it. You will always know where you stand, not just at year-end. We believe families deserve the same reporting cadence as institutional clients.
For entrepreneurs facing a liquidity event, a concentrated stock position, or the shift from building a business to managing what it built, we bring institutional-grade discipline, tax-efficient structuring, and a direct line to the people managing your portfolio, not a call center.
From multigenerational legacies to sudden liquidity events, we tailor institutional-grade discipline to the situation in front of us, not a one-size-fits-all model.
Passing wealth to the next generation with tax-efficient structuring and a plan the whole family understands.
From a sale, an IPO, or a concentrated stock position, turning a single event into a durable, diversified plan.
Coordinated planning across multiple households, beneficiaries, and estate structures.
Guidance through the financial side of a major life change, with continuity and patience.
Structuring charitable giving and multi-entity oversight alongside the family's core portfolio.
Turning a lifetime of savings into a disciplined, sustainable income stream.
Whether you're planning for the next generation or simply want a more disciplined process, the conversation starts here.
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