Whether you're building your first serious wealth plan or coordinating a complex multigenerational estate, Opuera brings the same disciplined process, the same fiduciary standard, and the same integrated team - scaled to where you are today.
You don't need $50M to get serious about your financial life. And if you're already there, we're ready. Here's what each relationship looks like - and how they grow into each other.
You've built real wealth and you deserve a real advisor - not a call center. Opuera Wealth Management clients receive comprehensive financial planning, investment management, tax coordination, insurance analysis, and retirement strategy. This isn't a starter package. It's a complete relationship.
At this level, the complexity of your financial life demands more than a good advisor. It demands full orchestration. Private Client relationships at Opuera include a dedicated advisor who coordinates every dimension - tax, estate, lending, insurance, and family governance - as a single integrated effort.
These three pillars guide every client relationship at Opuera - from a first-time wealth planning client to a multigenerational family estate. The depth scales. The discipline never changes.
We build a living roadmap around your complete financial picture - income, assets, goals, family dynamics, and long-term vision. For a $1M client this means a clear, actionable financial plan. For a $20M family, it means a multigenerational legacy blueprint. The starting point is always the same: what matters most to you.
We shield what you've built from taxes, risk, volatility, and the unexpected. At every wealth level this looks different - insurance coverage for a growing professional, coordinated trusts and liquidity strategy for a business owner, or family governance charters for a multigenerational estate. Protection scales with your wealth.
We execute with precision and adapt as your life evolves. For earlier-stage clients this means disciplined portfolio growth and proactive plan reviews. For established families, it means sustainable wealth transfer, next-gen stewardship, and ongoing family alignment. Prosperity at every level has the same foundation: a plan that's actually followed.
Our process is the same for a $1M relationship and a $50M family estate. What changes is the depth and complexity of each step - not the care, discipline, or standard.
Select your wealth level to see exactly what services and support you receive. Both tiers receive comprehensive, fiduciary-standard advice - the depth simply grows with your needs.
A living financial roadmap covering every dimension of your life - updated annually and adapted to every major event.
Disciplined, diversified portfolio construction aligned with your risk tolerance, timeline, and long-term goals. Full fiduciary accountability.
Year-round proactive tax planning - working alongside your CPA to maximize after-tax outcomes across your investments and income.
Comprehensive review of your life, disability, long-term care, and property coverage - right-sized and coordinated with your financial plan.
From accumulation through income - Social Security timing, 401(k) optimization, and a retirement income strategy built around your life.
We coordinate with your estate attorney to ensure your documents, beneficiary designations, and wealth transfer strategies are current and aligned.
One senior advisor who knows every corner of your financial life and coordinates your entire team - CPAs, estate attorneys, insurance specialists, lenders. One point of contact. Zero gaps.
Proactive tax planning woven into every investment, estate, and business decision - not just at filing season. Coordinated in-house with your CPA division for maximum efficiency.
Sophisticated wealth transfer structures designed to protect what you've built - coordinated with your estate attorney and built around your family's values and long-term vision.
Access to capital structured intelligently around your wealth - not in isolation from it. Mortgage, securities-backed credit, and liquidity planning coordinated with your overall strategy.
For families ready to formalize their wealth infrastructure - we design, build, and manage your family office model alongside you, including governance, education, and next-gen preparation.
Every service in the Wealth Management tier is included and elevated - investment management, retirement planning, insurance analysis, and comprehensive financial planning - all at institutional depth.
Most people with real wealth have multiple accounts, multiple advisors, and no one connecting it all. Investments, taxes, insurance, and estate plans that were never designed to work together.
Tax planning that happens once a year at filing time is not tax planning - it's tax reporting. High-earning professionals and business owners consistently overpay when strategy is reactive rather than proactive.
Whether you're 15 years out or 3, most people with real wealth don't have a clear, quantified retirement income picture. They have accounts - not a plan for how those accounts become income.
Families with $5M+ in assets often have no formal succession framework - and the consequences show up in family conflict, avoidable estate taxes, and wealth erosion across generations.
Schedule a no-obligation consultation. We'll spend 60 minutes understanding your world - your goals, your gaps, and what a great financial partnership looks like for you specifically.
Comprehensive financial planning, investment management, tax coordination, and retirement strategy - built for where you are and where you're going.
Schedule a Consultation →Full orchestration of your financial life - Personal CFO, integrated tax, estate, lending, and family office services under one coordinated relationship.
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