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Where Wealth Meets Intention.
Creative Planning to Manage Your Life & Wealth
Turn your family into a thriving financial enterprise with a proven strategy
trusted by founders, entrepreneurs, and ultra-high-net-worth families.
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Build Generational Wealth.
Brick by Brick.
Gain access to our Advisor-led Family Office with sophisticated guidance and boutique services. You'll benefit from a dedicated, highly experienced advisors that includes your wealth manager with access to specialists in tax, investing, risk management, estate planning, business services and more.
Wealth Management
From High-Income to High-Impact.
We build and manage customized investment strategies that align with your family’s vision, values, and financial goals. This isn’t set-it-and-forget-it wealth. It’s hands-on stewardship to grow, protect, and direct your capital with intention.
Legacy Planning
Design a Future Worth Inheriting.
Your legacy is more than assets—it’s structure, values, and preparation. We implement estate plans, trusts, and intergenerational wealth transfer strategies that reflect your wishes and protect your heirs from chaos and conflict.
Family Governance
Leadership Starts at Home.
As wealth grows, so do the stakes. We help families create decision-making frameworks, define roles, establish boards, and prepare the next generation for leadership—turning family conversations into family governance.
Strategic Tax Planning
Keep More of What You Earn.
We engineer tax-efficient strategies using entity structuring, income deferral, deductions, and coordinated planning so you can reduce your tax liability without leaving opportunities on the table.
Outsourced Accounting & Bill Pay
Delegate the Details.
Our back-office team handles your day-to-day finances—from bill payments to bookkeeping—so you can focus on growth and vision while knowing every dollar is tracked and accounted for.
Asset Protection
Shield What You’ve Built.
We create legal and structural barriers around your personal and business assets. Whether it’s lawsuits, creditors, or probate exposure, we ensure your wealth is guarded against the unexpected.
Liquidity & Exit Planning
Turn Ownership Into Opportunity.
Whether preparing for a sale, transfer, or liquidity event, we help you extract value strategically. Our planning integrates tax, legal, and financial angles to ensure you exit on your terms—with no surprises.
Valuations
Know What You’re Really Worth.
We provide business and asset valuations that give you leverage—whether you're planning an exit, gifting equity, or preparing for a merger. Accurate value is power.
Why Is A Family Office For You?
Some Fun Facts... Did You Know?!
90% of wealthy families lose their wealth by the third generation.
Only 30% of family businesses survive into the second generation.
Over 60% of ultra-high-net-worth families now use some form of family office structure.
68% of Americans have no estate plan at all.
60% of small businesses have no succession plan.
One in every 3 wealthy families has faced legal action that impacted their financial position.
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Your Family. Your Vision. Your Financial Enterprise.
Build The Your Virtual Family Office In 3 Steps
Step One
Create Your Wealth Mission
Craft your family’s unique financial vision and organize every dollar around a clear purpose.
Step Two
Educate & Align Your Team
Turn your loved ones into a wealth-building team with tools, trainings, and clear financial roles.
Step One
Operate With Confidence
Establish your private family bank, master debt and investing, and hold powerful family meetings.
The Shocking Truth About Taxes and Wealth Building
In a recent interview, wealth strategist Lavaisha Davis offered a powerful reframe on generational wealth—one that goes far beyond just income and investments. She emphasizes that true legacy-building requires managing three types of capital: financial, intellectual, and human.
“Wealth isn’t just about what you earn—it’s about what you structure, protect, and pass on.” – LaVaisha Davis, Ell Wess Managing Partner
Wealth Has a Structure...
Families Should Operate Like Businesses
Lasting wealth depends on more than money. It also requires intellectual capital (knowledge, skills, wisdom) and human capital (the well-being and development of your family). At Ell Wess, we show you how all three must work together to build a sustainable legacy.
Join an Upcoming workshop or access the replay
Webinars & Events
Three day event
Becoming The Family CEO
3-Day Live Event - Coming Soon
Unlock the mindset you need to confidently step into your role as your family's CEO. In this session, You'll gain the tools to make strategic decisions, manage wealth effectively, and build a lasting financial legacy for your family.
One-Hour Essentials
Income To Wealth Masterclass
1-Hr WEBINAR - Coming Soon
Unlock the wealth-building mindset to break free from financial limitations, Take control of your money, and build lasting financial confidence.
Free Resource
Family Fortune Playbook
Learn to manage your family’s finances like a business, discover strategies to create a lasting legacy, and leverage the power of a family bank to fund opportunities, grow assets, and secure financial freedom for future generations.
Ell Wess Advisors is not an actual family office but seeks to replicate the experience and benefits of a family office structure for first-generation wealth creators, entrepreneurs, founders, and investors. Any figures or statistics mentioned on this website or in Ell Wess Advisors materials, including those related to the success rates or prevalence of certain wealth-building strategies, are based on internal or third-party data sources believed to be reliable at the time of publication, but should not be construed as guarantees of future outcomes.
Certain portions of this website or other Ell Wess Advisors materials may contain discussions of potential benefits and results as of specific prior dates. Due to various factors, including changing market conditions, tax laws, and regulations, such discussions may no longer reflect current potential benefits or results. Ell Wess Advisors is not a law or accounting firm and does not offer or provide legal or accounting services or advice. Clients should seek all such services from qualified professionals of their own choosing.
Please remember that past performance is not indicative of future results. The potential success and benefits resulting from Ell Wess Advisors’ services can vary based on factors such as the level of coordination between the client’s other engaged professionals, the client’s tax bracket and financial situation, past and future income levels, timing and manner of implementation, and other variables. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment, investment strategy, or product (including those recommended or undertaken by Ell Wess Advisors or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.
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