Let Us Attend to You.
Start with a complimentary, no-pressure conversation. Ask whatever is on your mind and walk away with a straight answer.
Book Your Complimentary ConsultWho we serve · High-Net-Worth Families
At a certain point, wealth stops being a portfolio and becomes a system: entities, equity, property, taxes, trusts, and the people you love. We coordinate the whole of it, so nothing falls between advisors.
We do not gate this level of service behind an asset minimum. The families who belong here share a shape: more moving parts than any single advisor's lane can hold.
Trusts, an LLC or two, old employer plans, and properties in more than one state, each reasonable on its own and nobody looking at all of it at once.
A business, a large employer stock position, or a liquidity event on the horizon, where the tax treatment matters as much as the price.
Aging parents who need help, and children who will one day inherit. Money that has to outlive you, and people who have to be ready for it.
One accountable team
Most wealthy families run a committee that never meets: an investment person, a CPA, an attorney, an insurance agent. Each is excellent. None is responsible for the whole. We are.
Your CPA and estate attorney stay yours, or we introduce you to ones we trust. We collaborate with them on the plan; they prepare the legal documents and the returns.
How we work at this level, spelled out before you decide anything.
The first ninety days are about seeing everything before changing anything.
Your goals, your worries, and every document. We do the collecting; you do the talking.
One net-worth statement, one risk map, one list of what is working and what is leaking.
Priorities in writing, modeled in dollars, sequenced with your CPA and attorney at the table.
Accounts consolidated, schedules started, calendar set. Then stewardship, every quarter after.
It was the people the money is for. The best estate plan we know is a family that understands it, which is why the next generation gets a seat at this table early, and why family meetings are part of the work, not an add-on.
Attend's founder, Tony Colunga, spent two decades advising high-net-worth families at Morgan Stanley, Wells Fargo, and BBVA before building the firm around a simpler promise: one accountable advisor who knows the whole picture and takes care of the people in it.
No. We do not impose account minimums. The honest screen is complexity: if a single coordinated team would meaningfully change your outcomes, the fit is right. If it would not, we will say so in the first conversation and point you somewhere better.
No, and we would rather you keep professionals you trust. We lead the strategy and make sure everyone is working from the same plan. Where a seat is empty, we introduce you to specialists we know well; you choose, and they work for you.
With a qualified custodian, in your name. Advisory accounts are held at Charles Schwab & Co., Inc. You see every statement directly from the custodian, and Attend never takes possession of your assets.
Attend is fee-based. Planning and investment management are paid for by a transparent, tiered advisory fee that declines as assets grow. When clients choose to implement insurance through us, those products can pay commissions, which we disclose before anything is placed. Our advisory services are held to a fiduciary standard, and our disclosures spell all of it out.
Yes, and we encourage it. Next-generation family members are welcome at family meetings, and many begin their own planning relationship with us early, so the first time they manage significant money is not the week they inherit it.
Start with a complimentary, no-pressure conversation. Ask whatever is on your mind and walk away with a straight answer.
Book Your Complimentary Consult