Where we are

We are owners in Lion Street/Austin, Texas. We are founded in San Francisco. We partner around the country and serve foreign nationals. We travel to clients in any location, and conduct meetings via zoom.

Map of talent

Our experience observing cycles and gaps in largest families over last 40 years provides valuable foresight. Life insurance runs in our DNA as a most irreplaceable tool, and as a non-correlated asset class, providing necessary liquidity at complex moment.

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We forged a brand to be a nexus of value for wealth holders. We aim to re-draw the access point to the transformative utility of our financial instruments, and partner in a natural, accessible manner that clarifies, simplifies and stabilizes.

We tie financial success to enjoyment and fulfillment. We hope to feel like an inviting corner restaurant, where hospitality is imperative to the visceral value of partnership.

ADEO is Latin for “So Much, So Far”

Our elephant embodies wisdom, prosperity, and endurance; the star above her reflects the wholeness of our clients’ lives in the larger world.

Our brand

From the founder:

“I grew up surrounded by the embers of a family dynasty that began in the 1800’s, whose story has been so often repeated back to me, replacing different characters, subplots and periods in history, by families along the Eastern Seaboard, the Midwest and the West Coast. While the banks, the lawyers and the accountants made off swimmingly, while outside trustees would take control, while my grandmother and her sister were discouraged from having any say-so in their financial affairs, the stark truth at the moment of my great-grandfather's fatal illness, the estate tax was 75% for estates over $15 m, and not one advisor had prepared for the chance my great-grandfather might get sick and die at the worst me in American tax history. A perfect storm.”

We do the work we do because we know its’ irreplaceable value to most successful families. We advocate for direct access, ins tu onal purchasing and collabora ve exper se to keep the control and the wealth with the families who created the success.

Founding Partner

We view planning as life -  a sport requiring consistency and commitment.

Adeo Partner Group provides hospitable engagement to be a destination for comfortable, approachable partnership for clients and their advisors.

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.

Meet Us

  • Suzanne Jack

    Suzanne Jack, founding partner, fourth generation member of a 100-year family business, prioritizes the requirement to prepare, protect and preserve wealth, and the need for congruence in planning.

  • Stephen Javaras

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  • Aaron

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