The Integrated Wealth Hub.
An integrated multi-family office delivering institutional-caliber wealth services.
Complex Wealth Requires Coordination
As wealth grows, so does complexity. Managing it often requires guidance from multiple advisors across different disciplines. Even when each professional is highly capable, their advice is not always coordinated, leaving wealth meant to endure more vulnerable than it should be.
An Integrated Wealth Hub
Taylor Frigon serves as the central steward of your financial strategy, integrating investment management with tax planning, estate structures, trust services, legal counsel, and philanthropy into one unified plan. With every discipline aligned, each decision can be made with a clear view of the whole.
One System. One Steward.
When every dimension of your financial life is brought into alignment—investments, tax, estate, and legal—each decision reinforces the next. Integration is not just a convenience. It is your strategic advantage.
What Makes us Different
Our difference begins with our experience and principled approach to how we think, invest, and steward wealth for extraordinary families.
Generational Wisdom
Our counsel is informed by three generations of advisory experience. Having guided families across market and economic cycles, we rely on proven frameworks rather than untested theories to protect and grow generational wealth.
Conviction, Not Convention
Many portfolios labeled as “tailored” are simply collections of conventional products arranged to appear sophisticated. Our approach is to build portfolios from the ground up through rigorous internal research, allowing us to invest with genuine conviction.
Stewardship as Vocation
As practicing Catholics, we view stewardship as a vocation. Our deeply held beliefs demand that we serve our clients with the highest standards of care and integrity.
Ready For Your Integrated Wealth Hub?
A clearer financial picture begins with a commitment-free consultation.
How We Serve Families
Wherever you are on the path to enduring wealth, we provide guidance.
Frequently Asked Questions
Families typically have at least $5 million in investable assets to fully benefit from integrating investments, tax, estate, and legal planning. For those building toward that level, our Investment Management services or Taylor Frigon Core Growth Fund (TFCGX) offer a structured way to begin working with us.
We charge one single fee based on assets under management. We are happy to walk through our fee structure and how it applies to your situation during an initial consultation.
Most relationships begin with an introductory conversation where we discuss your goals, current financial structure, and whether our approach is a good fit. If there is alignment, we outline a clear plan for how we would structure the relationship and begin coordinating the next steps.
Our investment approach is grounded in long-term ownership of exceptional businesses, both public and private, and real estate opportunities that are either income-producing or possess significant growth potential. Each investment is selected through disciplined in-house research and evaluated within the context of the overall portfolio strategy.
Yes. Our investment philosophy guides both client portfolios and our own capital. This alignment reinforces our focus on long-term stewardship and disciplined decision-making.
A traditional advisor typically focuses on managing investments. A multi-family office takes a broader role by coordinating the entire financial strategy of a family. This includes integrating investment management with tax planning, estate structures, trusts, legal coordination, and philanthropy within a single, unified framework.
We work best with individuals and families who value disciplined investing, long-term thinking, and thoughtful coordination of their financial lives. Many of our clients are entrepreneurs, professionals, and multi-generational families seeking a clear strategy for stewarding their wealth.
