Mountain ridgeline in low light
An Independent Multi-Family Office

Managing wealth, building legacy.

For founders and families,
you gave everything to build it.
We give everything to steward it.

Begin a Conversation
Independence by Design

Multi-custodian by structure.
Beholden to none.

We custody, execute, and invest through established institutions across the industry, yet hold ownership in none. Our firm answers to a single interest: yours.

J.P. Morgan
Morgan Stanley
Charles Schwab
Interactive Brokers
KKR
Fortress Investment Group
Nuveen
Services

Five disciplines. One roof.

Every discipline your balance sheet touches, coordinated as a single, permanent practice.

Room I

Liquidity Events & QSBS Planning

Pre-transaction structuring across QSBS, trusts, and gifting, sequenced to your close. The most valuable planning happens before the papers are signed.

Room II

Investment Management

Allocation, manager selection, and portfolio construction built for the long horizon of decades, not quarters.

Enter the room
Room III

Estate & Legacy

Legal, trust, and governance structures that carry wealth across generations, with the values kept intact alongside the capital.

Enter the room
Room IV

Family Office

Consolidated reporting, administration, and the quiet orchestration of a complex financial life.

Enter the room
Room V

Tax Strategy

Forward-looking, year-round tax planning in concert with your CPAs and attorneys, never an April afterthought.

Enter the room
Approach

Approach

Preserve.

The downside is examined before the upside. Preservation is the first discipline, not the last.

Compound.

Disciplined, diversified, tax-aware. We let time and structure do the work.

Transfer.

Wealth, and the values behind it, structured to reach the next generation in order.

The right client,
met by the right firm.

You are
  • A founder approaching a liquidity event.
  • An established family seeking a steward.
  • A next generation preparing to lead.
We are
  • Fee-only, by principle.
  • Independent: beholden to none.
  • Personal, and close by design.
Nicholas Cianci, Founder
Nicholas Cianci, Founder
Est. 2019 · Institutional derivatives, before Muse
The Practice

Independent by design. Fee-only by principle.

Nicholas Cianci began on the institutional derivatives desk at Susquehanna International Group, serving institutions including Citadel, Point72, Soroban Capital, and Arrowgrass. In 2019, Nicholas founded the firm to turn that training toward a different scale: bringing institutional knowledge to the individual and the family.

Est. 2019
Founded
SEC-Registered
Investment Adviser
12–18 Months
Pre-Liquidity Engagement
Aligned
Incentives
Contact

It begins with a conversation.

Reach out however suits you. Every inquiry is read personally.

Principal Office100 Wilshire Blvd, Santa Monica, CA

Thank you. Your note is on its way, and we will be in touch.

Correspondence is treated with discretion.