Wealth Planning Systems

Wealth Planning Systems is a multi-family office advisory integrating tax, estate, and investment strategy for concentrated-wealth families.

Wealth Planning Systems

Wealth Planning Systems, LLC is an SEC-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is Wealth Planning Systems structured as a single-family office or a multi-family office?

The firm operates as a multi-family office, serving several families rather than the wealth of a single patriarch or matriarch. This structure allows it to pool resources for manager access and share the overhead burden of a full-time planning, tax, and investment staff across multiple client families. Its name — emphasizing 'Systems' — suggests a scalable method for delivering this coordinated service.

What is the firm's primary value proposition versus a traditional wealth manager?

Wealth Planning Systems leads with tax and estate architecture rather than product distribution. Its core pitch is integration: keeping the CPA, estate attorney, and investment team working from a single set of assumptions so that portfolio decisions respect trust distribution requirements and basis step-up strategies. A traditional wealth manager often operates downstream of those planning decisions.

Does the firm manage assets on a discretionary basis?

Without a publicly detailed ADV or website disclosure, the exact discretionary posture remains unconfirmed. Multi-family offices of this type commonly provide both discretionary management for liquid portfolios and non-discretionary advice on private fund commitments, with all decisions filtered through the tax and estate plan that the firm helps design.

What investment strategies does the firm typically access for its families?

The firm likely constructs portfolios spanning global equities, fixed income, and alternative assets including private equity, private credit, and real estate funds. As a multi-family office, Wealth Planning Systems would typically source alternative investments through funds of funds, direct co-investment opportunities brought by general partners, or placements sourced through peer-family networks rather than relying solely on public markets.

How does the firm handle succession planning across generations?

Succession planning is central to the firm's identity. Multi-family offices like Wealth Planning Systems typically facilitate family meetings, draft governance charters, and structure grantor trusts, intentionally defective grantor trusts, or other vehicles that transfer wealth while minimizing estate tax leakage. The 'Planning Systems' name indicates this process is repeatable and documented, not ad hoc.

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