Private Wealth Advisory for High Net Worth & Ultra High Net Worth Families
Serving individuals, families, and business owners navigating complex financial lives, liquidity events, and legacy decisions
How we work
We begin by slowing things down. Before strategies or solutions, we focus on clarity — understanding what truly matters, where complexity exists, and which decisions carry lasting consequences.
Our work integrates tax, estate, investment, and planning considerations into a single decision framework, guided by judgment rather than urgency.
Over time, we serve as a long-term partner in navigating complexity, transitions, and the evolving role of wealth.
Focus Areas
Our work centers on a small number of domains where complexity tends to concentrate and decisions carry long-term consequences. Each focus area reflects a place where thoughtful planning, perspective, and judgment matter more than speed or optimization.Our work integrates tax, estate, investment, and planning considerations into a single decision framework, guided by judgment rather than urgency. Over time, we serve as a long-term partner in navigating complexity, transitions, and the evolving role of wealth.
Liquidity Events & Exit Planning
We work with business owners and families before, during, and after liquidity events to help them prepare thoughtfully, manage transition risk, and navigate the personal and financial changes that often follow. This work begins well before a transaction and continues long after the capital event itself.
Estate & Legacy Planning
Estate planning is not about documents alone. It is about stewardship, continuity, and clarity across generations. We help families think through how wealth is structured, communicated, and carried forward — with an emphasis on governance, alignment, and long-term intent.
Tax Strategy
Tax considerations influence nearly every significant wealth decision. Our role is to integrate tax-aware thinking into broader planning — coordinating with trusted tax professionals to help families evaluate tradeoffs, timing, and structure in the context of their full financial picture.
Private Capital & Alternative Investments
For families with access to private opportunities, selectivity and discipline matter. We help evaluate private capital and alternative investments through a lens of alignment, risk, and purpose — focusing on how these investments fit within a broader strategy rather than treating them as isolated opportunities.
Each of these focus areas is interconnected. Our role is to help clients navigate them as part of a single, integrated decision framework
Who is this for?
Our work is designed for individuals, families, and business owners whose financial lives have grown more complex than conventional advice can support.
We typically work with people navigating meaningful transitions — liquidity events, concentrated wealth, multi-generational considerations, or the responsibility that comes with significant capital. In many cases, our clients are less focused on maximizing outcomes and more concerned with making decisions they can live with over time.
This work is not transactional. It requires patience, perspective, and a willingness to slow down before acting. As a result, we work with a limited number of clients where depth, judgment, and long-term partnership matter more than scale.
This approach is best suited for those seeking thoughtful, integrated guidance — not short-term solutions or one-dimensional advice.
What Makes Intentional Different?
The Wealth Identity assessment
Before strategies, solutions, or recommendations, we begin with clarity.
Most financial plans fail not because the math is wrong, but because they’re built on assumptions that were never examined. Assumptions about success. About risk. About what money is supposed to do.
The Wealth Identity Assessment gives us a deeper understanding of how you think, decide, and respond to complexity, before real decisions are on the table.
It helps surface:
What genuinely motivates you — and what doesn’t
Where confidence is grounded, and where friction tends to appear
How past experiences shape present financial choices
Which tradeoffs you’re willing to make — and which you aren’t
This insight allows us to ask better questions earlier, align decisions more intentionally, and avoid strategies that look good on paper but fail in real life.
The result is not a generic financial plan.
It’s a framework built around how you actually live, lead, and decide — so your wealth can support your life, not complicate it.
This is how we replace conditioned answers with intentional ones.
We firmly believe that most wealth goals are simply conditioned answers as a result of a century worth of expensive marketing by the the large private banks and institutions.
it’s what inspired us to create our Wealth Identity Assessment so that we can help cliens truly define wealth goals unique to thier core motivations and desires.
Resources & relationships
Credentials Matter. Character Matters More.
Plenty of firms showcase impressive résumés and credentials — and we can match up with any of them. Our team includes professionals with Master's degrees in Taxation, Chartered Financial Analysts (CFAs), Certified Exit Planning credentials, and attorneys skilled in advanced estate planning strategies.
But what truly sets us apart isn’t just what’s on paper — it’s how we show up.
At Intentional, technical excellence is paired with something harder to find: a culture of humility, service, and genuine curiosity. We don’t lead with how smart we are — we lead by listening. Because understanding what you need matters more than showing what we know.
Intentional works with a select group of clients whose financial lives involve complexity, liquidity events, or multi-generational planning. We are not a mass-market advisory firm.
What Clients can Expect?
Advanced Resources
Exit & Succession Planning
Family Governance
Private Banking Solutions
Estate & Legacy Planning
Trust Services
Philanthropic Strategy and Planning
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Intentional, LLC is a federally registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Intentional and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. All investing involves risk, including the possible loss of principal.