Comprehensive Wealth Services
Three core services, expertly coordinated. A holistic multi-family office approach.
Our services
Strategy
We integrate tax, estate, investment, and liquidity planning into one unified strategy tailored to you.
Reporting
Our real-time reporting engine tracks it all—performance, liquidity, commitments, debt—providing instant access to your complete financial picture.
Portfolio Management
Your portfolio, your level of involvement. Collaborative oversight or full delegation, engineered for efficiency with tax-smart precision.
Pricing
Our flat fee structure eliminates the perverse incentives common in our industry.
No commission conflicts. No AUM grabs. Just honest advice.
Fixed, Transparent Fees
We charge a flat annual fee based on your unique scope of services and financial complexity—not the size of your assets. Every fee is broken down by service: strategy, reporting, portfolio management. You know exactly what you’re getting and what it costs—and that our advice remains objective and aligned with your goals.
Straightforward Terms
- 18-month initial engagement with annual renewals thereafter
- Quarterly billing in advance (January, April, July, October)
- Annual inflation adjustment to maintain service quality
True Objectivity
- No Asset-Based Fees – Unlike traditional wealth managers, we don’t charge based on a percentage of assets under management (AUM).
- No Product Commissions – Zero compensation from insurance companies, investment firms, or financial product providers.
Why Redbud
Traditional firms stop at asset management.
We’re built for the bigger picture.
350+
Trusts & Legal Entities
1200+
Private Investment Holdings
$500M+
Why Our Clients Stay
Stories from the Redbud family
