For Families & Individuals
Make your wealth work for the life you want.
Managing significant wealth often means managing noise — too many advisors, conflicting strategies and no clear way forward. Strata brings order to the chaos. We act as your family’s CFO, replacing the patchwork with one fully aligned team that delivers clarity, coordination and confidence.
No chasing down answers. No costly missteps.
Just integrated strategy built to protect your time, your values and your legacy.
- Coordinated planning, oversight and accountability
- Estate and multi-generational planning
- Access to private partnerships and strategic opportunities
- Risk management and protection planning
- Legacy design and philanthropic strategy