PROACTIVE WEALTH MANAGEMENT

No. The firm operates as a family CFO rather than a discretionary asset manager. It coordinates external money managers but does not list any proprietary pooled investment vehicles. This structure keeps fiduciary authority with the family while the office handles due diligence and fee negotiation.

Likely only through referral. The firm does not maintain a public marketing presence, website, or lead-generation process. As a tight-knit operation built on trust and personal relationships, its service model is intensive and not easily scaled, suggesting capacity is limited.

The model integrates CPAs, estate attorneys, and a chief investment officer under one coordination umbrella. The office is not set up to trade directly but rather to provide consolidated reporting, tax-loss harvesting oversight, and manager selection. This multidisciplinary approach avoids the silos that arise when families use separate law and accounting firms.

The firm's specific client wealth origins are not publicly disclosed. Given its privacy posture and 'multi-family office' designation, the client base likely consists of liquidity-event entrepreneurs, corporate executives, or family trusts seeking a single point of fiduciary coordination.

Fees are not publicly disclosed, but the multi-family-office model typically operates on a retainer or asset-based schedule rather than product commissions. This aligns the firm's incentives with family outcomes rather than transaction volume, distinguishing it from broker-dealer models.