RAW WEALTH
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Services

Six disciplines. One integrated practice.

RAW Wealth advises across the full architecture of modern wealth — quietly, deliberately, and with the discipline serious capital deserves.

01 — Wealth Advisory

Integrated counsel across the architecture of your wealth.

A senior-led advisory relationship that brings cohesion to planning, balance sheet design, liquidity, tax-aware structures, and family coordination.

Discuss this service
Who it's for

Individuals and families whose financial lives have grown beyond a single account, a single advisor, or a single jurisdiction.

What's included
  • Balance sheet design and ongoing oversight
  • Cash flow, liquidity, and reserve strategy
  • Tax-aware planning in coordination with your CPA and counsel
  • Estate, trust, and intergenerational structuring
  • Risk, insurance, and entity review
Ideal fit

Households seeking a single, accountable point of advisory leadership.

02 — Investment Advisory

Disciplined portfolio strategy, calibrated to real objectives.

Investment counsel built on evidence, diversification, and a clear understanding of how each portfolio serves the broader plan.

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Who it's for

Clients seeking deliberate, long-horizon investment strategy rather than product placement or short-term trading.

What's included
  • Portfolio design and asset allocation policy
  • Public market exposure across asset classes
  • Tax-aware location and rebalancing discipline
  • Concentrated position planning and risk overlays
  • Ongoing review, reporting, and policy refinement
Ideal fit

Investors who value process, transparency, and continuity over noise.

03 — Entrepreneur & Operator Advisory

Counsel for the financial life behind the business.

Specialized advice for founders and operators navigating equity concentration, liquidity events, and the wealth that follows building.

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Who it's for

Founders, operators, and executives with meaningful equity, ownership, or transaction events on the horizon.

What's included
  • Pre- and post-liquidity planning frameworks
  • Equity concentration and diversification strategy
  • Transaction proceeds structuring and deployment
  • Coordination with M&A, legal, and tax advisors
  • Personal balance sheet design alongside operating ventures
Ideal fit

Builders preparing for, navigating, or living after a meaningful liquidity event.

04 — Family Office Lite

A measured, modern alternative to a full family office.

The discipline, coordination, and reporting of an institutional family office, sized to households not yet ready to staff one.

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Who it's for

Families with growing complexity who want institutional rigor without the overhead of an in-house team.

What's included
  • Consolidated reporting across entities and accounts
  • Governance and decision-making frameworks
  • Coordination of legal, tax, and specialist relationships
  • Generational planning and family communication
  • Document, structure, and policy stewardship
Ideal fit

Households with multiple entities, advisors, and stakeholders who need a central operating layer.

05 — Private Market & Alternative Allocation Guidance

Thoughtful exposure to private markets and alternatives.

Advisory guidance on private investments, alternatives, and real assets — pursued only where suitable, aligned, and additive to the broader plan.

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Who it's for

Qualified clients seeking measured, advisory-led exposure beyond traditional public markets.

What's included
  • Allocation framework for private and alternative exposure
  • Manager and structure evaluation methodology
  • Pacing, vintage, and liquidity considerations
  • Concentration, leverage, and risk review
  • Ongoing monitoring and reporting integration
Ideal fit

Investors evaluating private exposure as part of a long-term allocation strategy.

06 — Fund & Sponsor Advisory

Personal counsel for principals, GPs, and sponsors.

Advisory perspective for principals balancing personal capital, GP commitments, carried interest, and the realities of running an investment business.

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Who it's for

Fund managers, sponsors, and principals whose personal wealth is deeply intertwined with their operating platform.

What's included
  • Personal balance sheet alongside fund commitments
  • GP commit, carry, and equity planning frameworks
  • Liquidity and reserve strategy across vintages
  • Coordination with fund counsel, admin, and tax
  • Long-horizon stewardship of principal capital
Ideal fit

Principals seeking a private, advisory-led relationship outside of their operating business.

Tell us about your situation.

Every engagement begins with a private, confidential conversation. There is no obligation to continue.

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