Your Personal CFO for Generational Wealth
We coordinate every aspect of your financial life — investments, taxes, estate planning, and compensation — so you can focus on what matters most to your family.
Independent
Conflict-Free Advice
20+
Years of Excellence
100%
Fee-Only Fiduciary
Our Services
Comprehensive Wealth Coordination
We integrate every aspect of your financial life into a cohesive strategy, ensuring all the pieces work together toward your goals.
What happens to your family if something happens to you?
Most people know they need a will, healthcare directive, and power of attorney. But life gets busy. The documents stay in the "someday" pile. Then the unthinkable happens.
68% of Americans don't have a will. Many who do haven't updated it in over a decade.
Without proper documents in place:
- !Your family can't access accounts for months
- !Courts decide who raises your children
- !Assets go to unintended recipients
- !Estate goes through costly probate
- !Business operations grind to a halt
- !Medical decisions made by strangers
We help families get their critical documents in order and keep them updated as life changes. It's part of our comprehensive wealth coordination approach.
Start with a confidential conversation about your situation
Interactive Tools
See Where You Stand in 60 Seconds
Our interactive financial tools give you instant insights into your wealth picture. No obligation, no data stored — just clarity on your financial position.
Explore All ToolsWhy Lyceum
A Different Kind of Advisory Firm
We believe wealthy families deserve advisors who are truly on their side, with no hidden agendas or conflicting incentives.
Fee-Only Transparency
We are compensated only by our clients, never by commissions or product sales. This eliminates conflicts of interest and ensures our advice is always in your best interest.
Personal CFO Model
You get a dedicated team that knows your complete financial picture. We coordinate with your attorneys, CPAs, and other advisors to ensure everyone is working toward the same goals.
Integrated Approach
Investment decisions are never made in isolation. We consider tax implications, estate planning goals, and your overall wealth picture before making any recommendation.
Insights
Latest Thinking
Our Leadership
Meet Your Advisors
Founding & Senior Partner bringing decades of expertise in comprehensive wealth coordination, tax strategy, and financial planning for high-net-worth families and business owners.
Get Started
Request a Private Briefing
Schedule a confidential conversation to discuss your financial situation and learn how we can help coordinate your wealth strategy.
What to expect:
- 30-minute introductory call at your convenience
- Confidential discussion of your financial goals
- No obligation, no sales pressure
- Clear next steps if we are a good fit