From business value to personal wealth. We bridge both worlds.
Solenture’s multi-disciplinary team is uniquely positioned to help business owners, executives, and their families turn the value they create into the wealth they keep.
Wealth management for people who built their own.
Managing wealth goes well beyond investing. For business owners and executives, it means simultaneously coordinating business income, equity value, estate exposure, insurance coverage, and family goals in alignment. That’s the kind of complexity Solenture is built for.
Financial & Estate Planning
We help clients develop a clear vision for the use and distribution of their wealth. From tax-efficient estate structures to trust strategies and charitable planning, Solenture coordinates the full picture.
Asset Management
We help clients determine the allocation strategy that best aligns with their goals and risk tolerance, then access a network of investment managers to deploy those assets with precision and ongoing oversight. Your overall wealth management must also include your business assets, real estate, retirement plans, and debt. We present and maintain online tools to pull your goals and all of your assets into a comprehensive, daily-updated view.
Insurance Solutions
From executive life and disability coverage to estate liquidity strategies and business continuation insurance, we ensure the right protections are in place at every stage from wealth accumulation to estate preservation.
Through Reedmark Advisors, LLC, a Solenture wholly-owned subsidiary, our team offers registered investment advisory services alongside our broader planning practice, giving clients a fully integrated relationship without the friction of coordinating multiple firms.
For clients preparing for a liquidity event, our Business Transition practice ensures the transaction itself is structured and timed to align with the wealth plan we build together — one relationship, from the sale through what comes after.
Your career built your wealth. Now it needs a team dedicated to supporting it.
The Multi-Family Office is an extension of Solenture’s C-Suite® Executive Office, providing dedicated wealth management assistance to owners and executives of private and public companies.
Planning
A successful retirement and the ability to direct wealth for the benefit of others require vision and planning. Solenture helps clients develop a unique philosophy regarding wealth, then builds the plans to execute it.
Asset Advisory
We help determine the right allocation for your invested assets, then access a curated network of investment firms to deploy those assets in alignment with your goals and risk tolerance.
Family Services
Tax coordination, bill management, travel planning, family governance, and next-generation wealth education. Solenture provides the services that allow high-net-worth families to live fully without administrative burden.
Risk Management
From asset ownership structure to insurance coverage to liability protection, we proactively balance risk in alignment with your wealth and your risk appetite.
Consistent with our overall planning process, we recognize that every relationship is unique and that the services we provide must be tied to each client's needs, which may change as they age.
Trust Services
Our services to the family and any ongoing business assets are fully integrated with Member’s Trust Company in order to provide a world-class solution to you at a competitive price.
The full picture, across every service line.
Let’s talk about what your wealth should be doing.
Whether you’re preparing for a liquidity event, managing accumulated executive wealth, or planning for the generation after you, Solenture provides the integrated strategy that most firms simply can’t offer.