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Who We Serve
Financial Planning
Families with net worth of 1-3 million *
Personal CFO
Families with net worth of 3-10 million *
Family Office
Families with net worth of 10+ million *
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* These are typical family guidelines
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StrongHaven clients are seeking more than just wealth management. They are seeking a strategic partner in understanding their complete life vision, and a thoughtful plan that will allow their family to grow along with their prosperity.
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Our clients are diverse. They are creators, innovators, disruptors, dreamers and leaders.
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Our clients are entrepreneurs, developers, executives, foundations, corporations, physicians, legal counselors and teachers.
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Our clients are successful and focused in their professional pursuits. They aspire to lives of purpose and fulfillment.
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Our clients are often people in transition. They are executives transitioning from careers, business owners selling their interest and generations of families that follow them.
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Our clients work hard to create a life that fuels their passion and create an impact on the world so that they may deliver the mantle of success to future generations.