About us.

Mission Statement:

To help entrepreneurial families significantly reduce taxes, become more philanthropic, protect their assets, and grow generational wealth. 

Vision Statement:

To be the entrepreneurial family’s idea factory. A dedicated team for consultation, planning, implementation, and management for all work related to each family’s income and capital gains taxation, including wealth transfer, asset protection, and overall family office support.

Core Values:

Clear Communication

Loyal Relationships

Authentic Collaboration 

Resourcefulness

Inspire Creativity

Trustworthy

Yield to Innovation

What We Do:

Clarity Family Office works with first and second-generation entrepreneurial families, providing services and solutions to help each family significantly reduce their taxes, become more philanthropic, protect their assets, and grow wealth generationally. The wants and needs of the families we work with are the office's top priorities. We strive to bring a genuine and positive vibe when working with entrepreneurs, while providing strategic planning, thoughtful ideas, and value-based services.

Example of the planning and work Clarity Family Office provides:

During the initial engagement process, Clarity Family Office meets with each family to learn and understand the family's facts and circumstances, then works to buildout a tax efficient wealth transfer model aimed at significantly reducing tax on both active and passive income, and sale of appreciated assets. This is achieved by keeping the family's  assets outside the taxable estate, while still remaining fully-controllable and usable by the client and their heirs.

Clarity Family Office continues to serve as the family's dedicated team for all planning and management for their family, businesses and pursuits.