A new way to grow & manage wealth for modern-day families.

Be The One.

85%

of Families (with an Income of $300,000 or more) Still Aren’t on Track to Reach Their Financial Goals in 2024

The Missing Piece to Your Wealth Puzzle

You have the high salary, but what about the amazing life that was supposed to come along with it?

Through our new, revolutionary grassroots approach to the family office - you and your family can finally have peace of mind that you’re on the right path. Our exclusive membership extends the same caliber of elite family office benefits & investment strategies typically reserved for those with $100M+ fortunes.

1:1 Custom Wealth Plan Design & Strategizing

Access to Our Network of Commission-Free Experts

Retreats, Education, &
In-Person Events

We Are Idealists at Heart, but Realists in Execution.

We all want the dream life. We all want to feel good about doing good.
But, we also need to pay bills and make a living. There are only 2 possible reasons that your current life is not quite the life you dreamed about when you chose your profession: Time or Money.

Many people have money - we call them ‘Rich’
Many people have time - we call them ‘Lazy’
Some people have both - we call them ‘Wealthy’

Your life may already be going at a million miles a minute. That’s why you don’t have time to worry about cutting your enormous tax bill or figuring out how to structure your estate. Don’t waste a lifetime of hard work and have no real wealth to show for it in the end.

Grand Vision has simplified finances by doing something no one has ever done before in the financial world.

Welcome to Grand Vision Family Office

Applications Open for Fall 2024!

Open to 10 spots per application period for the physician who truly wants to fast track their journey.

You Can Reach Your True Wealth Potential.

What if money was no object? What if you had all the money time in the world?

The best time to start was Yesterday.
But, the next best time is Today.