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Family Office Services.
Creative Planning to Manage Your Life & Wealth
Turn your family into a thriving financial enterprise with a proven strategy
trusted by founders, entrepreneurs, and ultra-high-net-worth families.
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Protect
Your Assets
Comprehensive asset protection for real estate investors & property owners.
Slash
Your Taxes
Advisor-led family office with access to Tax Attorneys, CPAs and EAs who specialize in working with businesses and investors.
Unlock
Cash Flow
Turn cash flow challenges into opportunities with world class asset management strategies.
Build
Your Legacy
Minimize taxes.
Maximize income.
Protect your assets.
Secure your legacy.
Build Generational Wealth.
Brick by Brick.
Gain access to our Advisor-led Family Office with sophisticated guidance and boutique services. You'll benefit from a dedicated, highly experienced advisors that includes your wealth manager with access to specialists in tax, investing, risk management, estate planning, business services and more.
Asset Protection
Safeguard what you’ve worked so hard to build. We design custom strategies to protect your wealth from lawsuits, creditors, and unforeseen financial risks, ensuring your legacy stays intact and in your control.
Tax Planning & Accounting
Minimize taxes. Maximize what stays in your hands. Our proactive tax planning and accounting services help you structure income, investments, and deductions for optimal efficiency because wealthy families don’t just earn smart, they file smarter.
Estate Planning, Trusts & Wills
Leave a legacy, not a legal mess. We help you create a comprehensive estate plan that reflects your values, protects your heirs, and transfers wealth seamlessly using tools like trusts, wills, and power of attorney with precision.
Investment Allocations & Wealth Strategies
Grow, preserve, and multiply your wealth with intention. From private banking setups to infinite banking concepts and strategic investment vehicles, we guide you through sophisticated solutions that elevate your financial future.
Business Formation & Succession Planning
Build your business with the end in mind. Whether you’re just starting or preparing to pass it on, we help you choose the right entity, structure operations, and develop succession plans to ensure your business outlives you and serves your family for generations.
Why Is A Family Office For You?
Some Fun Facts... Did You Know?!
90% of wealthy families lose their wealth by the third generation.
Only 30% of family businesses survive into the second generation.
Over 60% of ultra-high-net-worth families now use some form of family office structure.
68% of Americans have no estate plan at all.
60% of small businesses have no succession plan.
One in every 3 wealthy families has faced legal action that impacted their financial position.
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Your Family. Your Vision. Your Financial Enterprise.
Build The Your Virtual Family Office In 3 Steps
Step One
Create Your Wealth Mission
Craft your family’s unique financial vision and organize every dollar around a clear purpose.
Step Two
Educate & Align Your Team
Turn your loved ones into a wealth-building team with tools, trainings, and clear financial roles.
Step One
Operate With Confidence
Establish your private family bank, master debt and investing, and hold powerful family meetings.
The Shocking Truth About Taxes and Wealth Building
In a recent interview, wealth strategist Lavaisha Davis offered a powerful reframe on generational wealth—one that goes far beyond just income and investments. She emphasizes that true legacy-building requires managing three types of capital: financial, intellectual, and human.
“Wealth isn’t just about what you earn—it’s about what you structure, protect, and pass on.” – LaVaisha Davis, Ell Wess Managing Partner
Wealth Has a Structure...
Families Should Operate Like Businesses
Lasting wealth depends on more than money. It also requires intellectual capital (knowledge, skills, wisdom) and human capital (the well-being and development of your family). At Ell Wess, we show you how all three must work together to build a sustainable legacy.
Join an Upcoming workshop or access the replay
Webinars & Events
Three day event
Becoming The Family CEO
3-Day Live Event - Coming Soon
Unlock the mindset you need to confidently step into your role as your family's CEO. In this session, You'll gain the tools to make strategic decisions, manage wealth effectively, and build a lasting financial legacy for your family.
One-Hour Essentials
Income To Wealth Masterclass
FREE WEBINAR
Unlock the wealth-building mindset to break free from financial limitations, Take control of your money, and build lasting financial confidence.
Free Resource
Family Fortune Playbook
Learn to manage your family’s finances like a business, discover strategies to create a lasting legacy, and leverage the power of a family bank to fund opportunities, grow assets, and secure financial freedom for future generations.
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