As wealth grows, complexity follows.
SBW Consulting is a premier advisory firm dedicated to high-net-worth families, business owners, and financial professionals who seek sophisticated strategies that extend beyond traditional advisory models. Our expertise lies at the crossroads of family office advisory, advanced tax planning, and business consulting.
Strategies & Services
SBW Consulting functions as a strategic advisory layer, separate from legal, tax preparation, investment management, or insurance implementation. Our role encompasses advanced tax planning and family office advisory services, specifically tailored for high-net-worth families. We design, coordinate, and guide to meet their unique needs.
Strategic Advisory Oversight
A comprehensive review of the financial and entity landscape includes advanced tax planning, advisor and professional coordination, and the identification of inefficiencies, risks, and misalignment, all tailored for high-net-worth families through our family office advisory, culminating in long-term strategic roadmapping.
Advanced Tax Strategy Alignment
We provide multi-state and jurisdictional planning support, advanced tax planning strategies, and family office advisory services tailored for high-net-worth families. Our expertise includes Puerto Rico Act 60 strategic alignment, entity structuring and optimization guidance, along with seamless coordination with CPAs and tax attorneys.
Business & Founder Consulting
We provide pre- and post-liquidity planning support, aligning succession and exit strategies with advanced tax planning for high-net-worth families. Our approach integrates personal and business strategies while optimizing your family office advisory and advisory team.
Family Office Structuring & Governance
We specialize in family office advisory services, including design and refinement, governance frameworks, and decision-making protocols tailored for high-net-worth families. Our offerings also encompass advanced tax planning and generational strategy support, alongside advisory ecosystem mapping. You can rely on our network of world-renowned Family Office experts to guide you.
Advisor & Firm Strategy Consulting
Support for high-net-worth families and UHNW client strategies includes advanced tax planning, comprehensive education, and positioning. We offer behind-the-scenes collaboration on case strategy, as well as marketing and family office advisory to guide firm growth and positioning.
Who we serve
High-Net-Worth Individuals & Families
Family Offices (Single & Multi-Family)
Family Offices (Single & Multi-Family)
Families with complex financial lives, particularly high-net-worth families, often require a coordinated strategy encompassing advanced tax planning, family office advisory, and long-term legacy considerations. SBW Consulting delivers clarity and structure, minimizing unnecessary exposure or noise.
Family Offices (Single & Multi-Family)
Family Offices (Single & Multi-Family)
Family Offices (Single & Multi-Family)
We provide strategic advisory support for family offices, particularly high-net-worth families, seeking oversight, optimization, and alignment across advanced tax planning, governance, advisors, and operating entities. Our approach is designed to complement—not replace—existing professionals.
Founders & Business Owners
Family Offices (Single & Multi-Family)
Financial Advisors & Advisory Firms
Entrepreneurs navigating growth, liquidity events, restructures, or succession can benefit from advanced tax planning. SBW Consulting specializes in family office advisory, helping high-net-worth families and founders think several moves ahead by aligning their personal wealth strategy with business decisions.
Financial Advisors & Advisory Firms
Financial Advisors & Advisory Firms
Financial Advisors & Advisory Firms
Advisors who have outgrown surface-level support and require advanced tax planning strategies for their high-net-worth families will find our services invaluable. We operate behind the scenes, enhancing advisor capability through family office advisory without competing for relationships.
Professional Advisory Partners
Financial Advisors & Advisory Firms
Professional Advisory Partners
CPAs, attorneys, trustees, and consultants seeking a strategic partner for advanced tax planning and family office advisory to help high-net-worth families navigate complexity with discretion and precision.
Contact Us
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