What we do.
Eight integrated services, designed around the way real wealth actually works — investments, tax, estate, philanthropy, and the day-to-day operations of complex family balance sheets.
Comprehensive Wealth Planning
Holistic, fiduciary financial planning integrating investments, tax, estate, and risk for families with $5M to $500M.
Investment Management
Globally diversified, low-cost portfolios built on Cascade's evidence-based Investment Policy Committee.
Tax Strategy & Coordination
Year-round tax planning coordinated with your CPA — loss harvesting, asset location, and Roth conversion analysis.
Estate & Trust Services
Generational wealth strategies, dynasty trust design, and coordination with your estate attorneys.
Multi-Family Office
Full bill-pay, concierge, philanthropic, and next-generation education services for families above $50M.
Endowments & Foundations
Outsourced CIO and spending policy design for endowments, foundations, and operating reserves.
Executive Equity Services
10b5-1 plans, concentrated stock diversification, RSU & ISO planning, and pre-liquidity wealth strategy.
Retirement Income Design
Bucket strategies, Social Security optimization, and tax-efficient drawdown sequencing.