A boutique family office dedicated to helping affluent families navigate the complexities of securing a lasting legacy for future generations.

Wealthy families and business owners

You often grapple with the intricate challenges of establishing a multi-generational legacy that fosters long-term success. The impact of wealth can profoundly shape identity, influence relationships, and alter one’s
sense of belonging in the world.

Growth

Whether you're seeking to create a succession plan for your business or establish a family office, our dedicated team of professionals is here to support you every step of the way. We genuinely care about helping you navigate important decisions and tailor strategies that meet your unique needs. Your family's legacy is our priority, and we're committed to guiding you with compassion and expertise.

At the heart

Our approach is a commitment that you should only pay on
results, so we tailored our business model around this important concept.
After decades of serving high-net-worth families in advisory and brokerage services, we develop a solution that puts our clients first.

Plan for the future

Learn how to add Bitcoin to your family legacy planning.

© Institutional Broker Inc. Dallas, Texas