In 2019, we launched Redbud with a simple observation: there was a massive gap in wealth management. High earners were served by conventional advisors; multi-billionaires had dedicated family offices. But what about everyone in between? Successful business owners and investors with $30-300 million in complex wealth were left to navigate it alone.

These individuals weren’t just wealthy—their wealth was different. Their balance sheets included private investments, business entities, and complex tax situations. Their returns were filled with K-1s, not just 1099s and W-2s. They needed comprehensive wealth coordination, not just portfolio management.

We realized that serving these families required a multi-family office with a fundamentally different approach. Instead of hiring more advisors and stock analysts, we hired CPAs, auditors, and technologists. We invested in systems that could manage real complexity. Today, we serve over 30 ultra high-net-worth families, each adding to a shared base of strategies and opportunities. We’re not your typical wealth management firm—we’re a decision partner who adapts to your needs. Because when you’re different, you need an advisor who’s different too.