A customized program for each family following the fundamentals of Empowered Wealth in order to identify those core values and experiences that are unique to your family. The philosophy is based on the three principles of Gratitude, True Wealth, and Family Leadership.
Serving and Supporting Your Best Life, Family and Legacy
We provide both traditional family office services and innovative ideas and tools
Optimizing wealth means optimizing not only financial assets but also all the other things that you value in life. In fact, shouldn't money and financial wealth be a resource that serves you and your family in living your happiest, most fulfilled, most meaningful lives? In finding True Wealth we look beyond the numbers on your balance sheet and seek a shared vision with the goal to strengthen your family and create a successful legacy that will carry on for generations.
The Philosophy of True Wealth
Certior Group’s Wealth Design Team will collaborate with your existing advisors in order to optimize your true wealth and provide ongoing support to you and your family. Certior Group brings a wealth of combined experience in trust planning, tax and accounting, and other services.
Wyoming provides a favorable tax and trust environment, featuring modern trust laws and favorable trust structures. Combined with the Jackson Hole way of life, these elements offer families opportunities to build, protect, and sustain True Wealth that are virtually unmatched anywhere else in the world.