Private Client Services

Your Entire
Financial Life. Orchestrated.

Most wealth firms manage your portfolio. We manage your entire financial world - tax, estate, lending, insurance, legacy - all moving in harmony under one roof, guided by one team that knows you completely.

Personal CFO Tax Strategy Estate & Trust Lending Family Office
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∞
Private Client Minimum
$5M+
Net Worth · Family Office Intelligence Included
01
Integrated
Every financial dimension of your life coordinated under one strategic vision - not siloed departments.
02
Proactive
We identify opportunities and risks before they arrive. You shouldn't have to ask - we should already be there.
03
Discreet
Your financial life is deeply personal. We operate with absolute confidentiality and the highest fiduciary standard.
04
Multigenerational
We plan not just for your lifetime - but for your children's, and theirs. Legacy is built over generations.
The Opuera Signature

Meet Your
Personal CFO.

At Opuera, every Private Client receives a dedicated Personal CFO - a senior advisor who knows every corner of your financial life and coordinates your entire team: investment managers, CPAs, estate attorneys, insurance specialists, and lending partners. One point of contact. Complete integration. No gaps.

🗂️
Full Financial Coordination
Every advisor, every decision, every document - managed and connected by your CFO.
📊
Quarterly Life Reviews
Regular structured reviews covering your entire financial picture - not just your portfolio.
🔔
Proactive Alerts
Tax law changes, market shifts, estate planning windows - you hear about them before they affect you.
🔐
Total Discretion
Fiduciary standard, complete confidentiality, and a relationship built on trust - not transactions.
What We Offer

Private Client
Services

Five integrated disciplines - each one exceptional on its own, transformative when delivered together. This is what family office service looks like when it's built for the modern era.
01
The Foundation

Personal CFO
Services

One advisor. Every dimension of your financial life - coordinated, integrated, and always one step ahead.

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  • Dedicated senior advisor as your single point of coordination
  • Full financial life audit and gap analysis on engagement
  • Coordination with your attorneys, CPAs, and specialists
  • Priority access and 24-hour response commitment
  • Annual financial life review and strategic reset
  • Bill pay, cash flow monitoring, and financial concierge services
02
Year-Round Strategy

Tax & CPA
Services

Proactive tax strategy isn't a filing season event. It's a year-round discipline - and we treat it that way.

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  • Individual and business tax planning and preparation
  • Tax-loss harvesting and investment tax coordination
  • Roth conversion and retirement account strategy
  • Entity structuring and business owner tax optimization
  • Charitable giving strategies and donor-advised funds
  • Multi-state and multi-jurisdiction tax planning
03
Multigenerational Legacy

Estate & Trust
Planning

The wealth you've built deserves to outlast you - reaching the people and causes that matter most, on your terms.

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  • Will and trust design coordinated with your estate attorney
  • Beneficiary designation review and optimization
  • Irrevocable trust and dynasty trust strategy
  • Estate tax minimization and gifting strategies
  • Family wealth governance and education
  • Philanthropic legacy and foundation planning
04
Strategic Liquidity

Lending &
Credit Solutions

Access to capital - structured intelligently around your wealth, not in isolation from it.

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  • Residential and investment property mortgage solutions
  • Securities-backed lines of credit
  • Business acquisition and bridge financing guidance
  • Liquidity planning during equity compensation events
  • Coordination with your investment portfolio for collateral optimization
  • Jumbo and non-conforming mortgage access
05
The Pinnacle

Family Office
Structuring

For families ready to formalize their wealth infrastructure - we design, build, and manage your family office alongside you.

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  • Single-family office design and structuring advisory
  • Investment policy statement and governance framework
  • Family meeting facilitation and wealth education
  • Multi-entity structure coordination and reporting
  • Next-generation wealth preparation and financial literacy
  • Private investment and alternative asset access
Private Client Minimum
$5M+
Net Worth · All-Inclusive Service Model
I
What's Included
Personal CFO, integrated tax coordination, estate planning alignment, lending solutions, and family office advisory - all included in your Private Client engagement.
II
How We're Compensated
Fee-only and fee-based structures. We are fiduciaries - our interests are always aligned with yours. No commissions that create conflicts.
III
How to Begin
Schedule an initial consultation. We'll spend 60 minutes understanding your world - before we ever talk about our services.
Begin

Ready for a Different
Kind of Partnership?

Your financial life is complex. Your advisory relationship should be equal to it. Let's start the conversation.

Schedule a Consultation Explore Wealth Management →
Email
info@opuerawealth.com
Website
opuera.com
Location
Atlanta, Georgia
Important Information: Opuera Wealth and its affiliated divisions offer a range of financial services including financial planning, investment management, insurance products, mortgage and lending solutions, tax planning coordination, and employee benefits. Not all services are available through every Opuera team member. Investment advisory services are offered through licensed investment advisor representatives. Insurance products are offered through licensed insurance agents and are subject to suitability review. Mortgage and lending services are offered through licensed mortgage professionals. Tax coordination services are for informational and planning purposes; Opuera does not provide legal or accounting advice. Estate planning coordination is provided in collaboration with your licensed estate attorney. This material is for informational purposes only and does not constitute an offer, solicitation, or recommendation for any specific product or service. Opuera Wealth serves clients across the United States. © 2026 Opuera Wealth. All rights reserved. · opuera.com · opuerawealth.com