Unified with you.
Solidarity Wealth provides peace of mind for you and future generations.
Unified with you.
Solidarity Wealth provides peace of mind for you and future generations.
Structured as a multi-family office, we are focused on utilizing our best-in-class service, technology, and expertise to help you navigate the unique challenges of wealth.
We help individuals and families with both their big picture focus and their day-to-day wealth management needs. From your overall estate and tax structure, to asset allocation, and your family’s relationship with money, at the core of our work is a deep desire to truly understand your needs.
Public & Private Market Investments
Access to uniquely curated opportunities.
Tax Mitigation & Asset Protection Strategies
Proactive solutions to minimize exposure.
Financial Administration & Bill Pay Services
Day to day cash flow management and bookkeeping.
Financial & Life Goals Planning
Preparing today to meet future aspirations.
Estate, Philanthropy, & Legacy Planning
Looking ahead to the future and giving today.
Liquidity & Cash Flow Planning
Capital call and cash flow management.
Lending & Banking Management
Serving as your Family CFO to source lending & banking relationships.
Pre-Sale & Family Business Succession Planning
Preparing your business now for what the future will hold.
Family Governance & Next-Generation Financial Education
Passing on healthy and wealthy financial habits.
With you. For you.
We take the necessary time to build real relationships that can then lead to opportunities to thrive together.
