Family Office Services
The family-office experience. Without the overhead.
For generations, the ultra-wealthy have relied on family offices to coordinate every dimension of their financial lives. We deliver that same integrated, institutional-grade experience — without the $50M minimum or the 40-person staff.
A single, coordinated command center for your entire financial life.
A family office is not a product. It is a philosophy — one that says your financial life is too complex and too important to be managed in silos.
Your investments, your taxes, your estate plan, your business interests, and your family's future are all connected. Decisions made in one area ripple through all the others. We see the whole picture — and we manage it accordingly.
Your family-office journey starts here.
Investment Management & Oversight
Institutional-grade portfolio management across public and private markets — coordinated across all accounts, entities, and generations.
- Multi-asset class portfolio construction
- Private equity and alternative investment access
- Full-cycle, drawdown-aware risk management
- Consolidated performance reporting across all holdings
Tax Strategy & Planning*
Proactive, year-round tax planning that coordinates across your business interests, investment portfolio, and estate structures.
- Entity-level and personal tax optimization
- Capital gains management and harvesting
- Coordination with your CPA and tax counsel
- Pre-transaction and liquidity event structuring
Estate & Dynasty Planning*
Multi-generational wealth transfer strategies that move assets to heirs and trusts without triggering the federal estate tax at each generational transfer.
- Dynasty and asset-protection trust structures
- GRAT, QPRT, and freeze techniques
- Family governance and succession planning
- Philanthropic and charitable giving strategies
Family Governance & Education
Preparing the next generation to steward significant wealth — with the frameworks, education, and governance structures that keep families unified.
- Family mission and values articulation
- Next-generation financial education
- Family council and governance design
- Conflict resolution and communication frameworks
*Tax and Estate planning services are provided in coordination with your legal and tax professionals. Tax and estate laws are subject to change, and results may vary and tax reduction is not guaranteed.
Private equity access — institutional quality, family office terms.
The most significant wealth creation opportunities are not on public exchanges. We provide access to private markets that were previously available only to the largest institutional investors.
Direct Investments
Access to co-investment opportunities alongside institutional sponsors in buyout, growth equity, and real assets.
Fund Access
Curated access to top-quartile private equity, venture, and credit funds — typically reserved for endowments and sovereign wealth.
Deal Sourcing
Proprietary deal flow from our network of operators, family offices, and institutional partners.
Portfolio Monitoring
Ongoing oversight of private holdings with consolidated reporting alongside your liquid portfolio.
Built for founders who have crossed the threshold.
Our family office services are designed for entrepreneurs and business owners in the $5M–$50M wealth range who are ready for an integrated, institutional-grade experience.
- You have sold a business or are preparing to
- You have multiple entities, accounts, and advisors that don't talk to each other
- You want private equity access without the institutional minimums
- You are thinking about the next generation for the first time
- You want one trusted partner who sees the entire picture
Quantum Leap Wealth Management LLC and William Goldman offer investment advice through Brookwood Investment Group, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 ("Brookwood"). Brookwood is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers.
Private equity and alternative investments involve significant risks, including illiquidity, loss of principal, and are suitable only for qualified investors. Past performance is not a guarantee of future results. All investing involves risk. Investment advice is provided solely by Brookwood Investment Group, LLC pursuant to a written advisory agreement. View full disclosures →
Your family-office journey starts here.
Tell us where you are. We will design the integrated framework from there.