How It Works
We bring the right people and resources together to support your goals.
Most families don’t need more products.
They need a team that works together.
A 401(k). A few accounts. A CPA. Maybe an advisor.
That’s not a team - it’s a handful of individual pieces.
A family office provides a coordinated team and a clear structure -
so decisions compound instead of conflict.
Part 1: Clarity
Design The Plan
Before decisions, structure matters.
We start by defining what you’re actually building - your priorities, risk posture, time horizon, and the role wealth plays in your life and family. This becomes the blueprint that guides every decision that follows.
Without this, even great investments turn reactive.
Part 2: Alignment
Build the System Around the Plan
Once the direction is clear, we put the right structure in place.
That means assembling the right team, designing the right entities, and aligning investments, tax strategy, estate planning, and risk under a single framework, so nothing operates in isolation.
This is where access meets structure.
And where scattered pieces start working together.
Part 3: Execution
Operate With Intent
This isn’t a static plan or a quarterly check-in.
A family office turns strategy into action.
We operate with intent - staying financially proactive by planning for taxes, liquidity, opportunities, and risk before they become time-sensitive decisions.
That means fewer reactive moves, clearer tradeoffs, and decisions made from position - not pressure.
Lasting wealth is built by intention and design, not by default.
It's A Clear Comparison
A traditional advisor focuses on investments within preset models. A Family Office like Grand Vision takes a holistic approach - helping you make higher-level decisions across your family's entire financial life, with the right experts working together in unison - on your behalf.
Traditional Wealth Manager
(i.e. Goldman Sachs)
Standardized Models. You fit into pre-set “moderate” or “aggressive” buckets.
Portfolio Only. Focuses on stocks, bonds, and basic planning.
Firm-Led. You follow their models and you are one of hundreds of clients.
Public Markets. Alternatives (private equity, credit) are often discouraged.
Passive. A “set it and forget it” approach with limited oversight.
Grassroots Family Office
(i.e. Grand Vision Family Office)
Fully Bespoke. Built entirely around your family’s values and objectives.
Comprehensive. Covers everything: tax optimization, estate planning, etc.
You Lead. We help you make strategic decisions and our advisors work for you.
Open Architecture. Incorporates private equity and credit opportunities.
Active. Requires ~1–2 hours/week of collaboration.
A PEEK INSIDE
Some of Our Favorite Events
From immersive retreats to thoughtfully curated educational events, our in-person gatherings are a core part of the membership experience. Each event is designed to encourage meaningful dialogue, shared insight, and lasting connection.
Annual Meeting
Phoenix, Arizona
April 11-13, 2025
Fall Family Retreat
Grand Tetons, Wyoming
October 3-7, 2024
Planning Meeting
Nashville, Tennessee
June 14-16 2024
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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