About Grand Vision
Who we are and what we believe in.
The Way the Wealthiest Families Manage Money Isn’t a Secret. It’s a Structure.
For more than a century, the most successful families have managed wealth differently.
Not through individual accounts or one-off investments - but through a family office: a centralized structure designed to coordinate strategy, investments, tax planning, legal design, and long-term decision-making under one roof.
This model didn’t emerge by accident.
It was formalized during the industrial era, most notably by families like the Rockefellers, who understood something early:
Wealth compounds best when it’s treated as a system - not a collection of parts.
Today, family offices represent a growing share of private wealth in the United States.
This isn’t by accident - it is because successful families recognize something most never see: managing money is much different than building wealth.
The Gap No One Talks About
For most people, financial advice works… until it doesn’t.
Below a certain level, personal finance is straightforward: save, invest, be disciplined.
At the ultra-wealthy level, traditional family offices offer full teams and infrastructure - but they’re typically designed for families with $50M+ in net worth, where the cost and complexity of running a large-scale family office can make sense.
Between those extremes sits a wide gap.
Successful professionals and business owners who earn well, save consistently, and invest responsibly - yet are still managing wealth in pieces:
A 401(k) here.
A CPA at tax time.
Maybe an advisor.
A trust, a few accounts, scattered decisions.
Plenty of effort, but no unifying structure.
This is the stage where you start to “feel” that there is greater potential.
The income is there. The discipline is there.
Yet something feels incomplete… and you’re just not certain what to do next.
Not because you’re doing anything wrong -
but because traditional advice was never designed for this stage. It keeps pulling you back into the same small playbook, when the next level requires something different: a coordinated team and a unified structure.
Many find themselves in this gap - outgrowing basic financial advice and building real success… but still millions away from starting a traditional $50m family office.
That is who Grand Vision was built for.
Why We Built Grand Vision
Grand Vision was built to make the family office model accessible - without requiring tens of millions of dollars or institutional overhead. Not a watered-down version. Not a product bundle.
A real family office structure - scaled intelligently. We bring together: Strategic design, Coordinated execution, Institutional-quality investment access, and a team that works as one. So decisions compound instead of conflict. And wealth is managed deliberately - not reactively. This isn’t about chasing the next opportunity. It’s about building a structure that supports your family across seasons, cycles, and generations.
Mike Neubauer
CEO / Founding Member
Mike started his career in real estate as a mortgage broker where he learned the vital role that the financial and debt side of investing has in amplifying returns.
As Mike learned early on: It is one thing to find a deal, but it is another to structure it properly to make the deal a home run.
After studying how to safely leverage real estate to maximize returns, he went full-time into real estate investing. He started in 2011 with a focus on capital creation through renovating and flipping single family houses.
He then quickly transitioned into long-term wealth building through acquiring rental properties.
Mike brings extensive experience in many facets of finance. He’s an expert in real estate, legacy, financial literacy, and investments. Mike enjoys diving into the weeds of a member’s financial situation to create a customized wealth plan. He’s also the founder of several businesses so he’s passionate about sharing his experience as an entrepreneur.
Nate Crannell
COO / Founding Member
Nate began his career working in compliance and mortgage risk, where he had a first hand look behind the scenes of real estate lending at one of the nation’s largest financial institutions. He enjoyed learning the regulatory side of this business while being a part of the "customer comes first" model that helped thousands of customers during his time in the corporate world.
Nate’s drive for working directly with clients led him to becoming a financial advisor at a Fortune 100 company, working with clients all across the country.
Nate’s primary focus with clients was integrating strategies focused on wealth accumulation and tax mitigation.
With a background in financial planning, risk management, and investment solutions, Nate works closely with new & current members to tailor a wealth plan that aligns with their goals.
He also enjoys managing client relations and operations at Grand Vision Family Office, making him to the go-to person to connect with.
Beth Graham
Head of Operations
Jessica Crannell
Member Coordinator
Danielle Kawcak
Operations Coordinator
Why This Matters to Me
I didn’t build Grand Vision because I lacked success.
I built it because I realized success alone isn’t a plan.
After a serious accident in 2021, I saw how quickly responsibility can shift - and how fragile the assumption of “later” really is. I had wealth. I had investments. But I hadn’t built something that could carry my family without me at the center of every decision.
That moment didn’t create the idea of a family office.
It clarified why it had to exist… now.
Wealth should protect the people you love, not burden them.
- Mike Neubauer
If you want the full story, you can read it here.
GET STARTED
A Place Where the Pieces Come Together.
At a certain point, growth isn’t about finding another strategy.
It’s about bringing the right people, decisions, and plans under one roof.
That’s what a family office is designed to do.
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