Built to serve the families traditional firms can't.

Families with complex wealth deserve better than what the industry gives them. Big banks push products. Boutiques lack horsepower. Large multi-family offices combine the worst of both. Regardless of who they hire, these families end up acting as their own advisor.

That's the Advisor Gap — and it's why Redbud was built. We designed a firm from the ground up to serve as a true decision partner: integrated planning across tax, estate, and investments; institutional-grade reporting; and a flat-fee model that eliminates the conflicts that plague traditional advice.

Today, we serve more than 30 UHNW families representing $2.1 billion in assets under advisement, with over 350 trusts and entities and 1,200+ private investment holdings. Our team brings Big Four accounting rigor, decades of family office experience, and a relentless commitment to getting it right.