Who We Serve + Why
Those who have made concentrated bets on themselves and those who sustain great accomplishment.
Women and men whose success must be protected. Individuals, families and companies. Wealth creators and wealth inheritors.
Builders, founders, owners, investors, inventors, artists, athletes, patrons.
Their wealth is interwoven. They seek autonomy, clarity and permanence. They value health, family and vitality above all.
They are visionaries, guardians and givers, relentless about bottom line and eliminating unwanted shareholders. They plan their wealth to go farther.
They honor what endures – connection, purpose and commitment.
Our clients most important concerns are Adeo’s guide star: Their families and their health are pinnacle of focus. Adeo Partner Group provides hospitable engagement to be a destination for comfortable, approachable partnership for clients and their advisors. Planning is a sport requiring evolving knowledge, consistency and commitment.
The planning to protect, to preserve and to transfer financial capital begins when there is capital at risk. Capital at risk is a persistent challenge for families: liquidity, tax, regulatory, economic, familial and health vulnerabilities are ever-changing.
