We work with families who:

• Have $5-25 million in investable assets
• Desire to raise grounded and successful adult children and grandchildren
• Want to reduce lifetime taxes, not chase returns
• Prefer simplicity over complexity
• Value advice over products

We are especially helpful for:

• Retirees or those nearing retirement
• Business owners and executives
• Families thinking about generational wealth

For ultra-high net worth families ($25 million+) please visit Birchwood Family Office.

Flat-Fee Advice for Significant Wealth

• Most advisors become dramatically more expensive as wealth grows
• Birchwood separates compensation from portfolio size
• Huge windfall for clients who understand fee drag

Integrated Tax-Centric Planning

• Most firms market investment management first and tax planning second (if at all)
• We believe investment management is a tool inside a broader tax and financial strategy
• We lean into lifetime tax minimization: retirement distribution strategy, withdrawal sequencing, Roth conversion strategy, & intergenerational planning coordination

Deliberately Small, High-Depth Relationships

• Most firms scale through: advisor teams, service models, segmentation, and advisor-to-client ratios
• We value depth over scale
• Our clients favor direct access, low bureaucracy,  consistency, and trust over institutional sprawl
• We're attractive to clients who are tired of junior advisor delegation, turnover, & “relationship manager” structures

Highest Credentials Industry-Wide

• All of our advisors are Chartered Financial Analyst^® charterholders, CERTIFIED FINANCIAL PLANNER^TM practitioners, and fee-only.
• Best estimates put this at 1% of all financial advisors

$24,000 per year, per client household. Our compensation only comes from the clients we serve. We do not receive commissions or kickbacks by selling products.

Our niche is families between $5 - 25 million.

Not all “flat fee advisors” are interchangeable. It’s like the difference between seeing a general physician for a foot issue vs. going to a podiatrist who deals with your exact situation every day. When the decisions are meaningful, the expertise behind them matters more.

At your level, a single good decision, or avoided mistake, can be worth hundreds of thousands, sometimes millions.

The clients we work best with aren’t looking for the cheapest option; they’re looking for experts for their family.

For ultra-high net worth families ($25 million+) please visit Birchwood Family Office.

• Birchwood Family Office exists to serve ultra-high net worth families with at least $25 million of investable assets.
• Our Families prioritize trustworthy professionals and raising grounded, successful children over buying expensive investment products.
• Flat-Fee: one clear annual fee for all services that isn’t based on AUM.

Inquire Privately:

For inquiries, please complete our short form and our office will contact you.

The CFP® certification is the standard of excellence in financial planning. CFP® professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. Furthermore, they must commit to ethical standards that require them to put their clients’ interests first (See CFB Board).

The Chartered Financial Analyst® (CFA®) credential is the most respected and recognized investment designation in the world. The curriculum covers academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. A work experience requirement and an annual attestation to ethics ensure career long professional excellence by those who have earned the charter (See CFA Institute).

Yes, our services and systems have been designed so that clients can easily work with us from any location.