Welcome

If you started a family office to manage your wealth and take care of your financial affairs, you’d want to assemble a team with years of broad investment experience. Your wish list might also include a tax principal, a lawyer with big firm estate planning experience, a finance expert, a philanthropy consultant and a CPA. Day to day, you’d have a hard time getting by without team members skilled in the mechanics of portfolio allocation, investment performance reporting, manager selection, cash management, bill payment, major asset purchases and risk management.

At Filament, we’ve already assembled the experienced and trusted team you need. And, importantly for you, we’ve assembled your team in an independent, fee-only practice that squarely aligns our interests and incentives with your best interests.

Welcome to Filament—independent, innovative and illuminating wealth management counsel.