A virtual family office, by referral only.
When success gets heavy.
You don't have to carry it alone.
Your financial advisor, CPA, attorney, and insurance professional each bring their expertise.
We bring them together around you, turning separate advice into a coordinated production so you can focus on what your success is for.
You are the star.
It starts with a conversation.
You didn't build it just to manage it.
You built it for your people, your purpose, the life you wanted. Somewhere along the way, looking after it became a second job.
You have good professionals. Each one is excellent at their part. But each one sees only their part, so the whole picture lands on you. You explain your situation again to every new person. You carry messages between them. You do it late in the evening, when you would rather be with the people you built all this for.
Right now you are playing every role in your own film.
- Star
- Director
- Producer
- Stage manager
- Lighting tech
Five roles. One person. Nights and weekends.
The real cost isn't the fees. It's your time, your energy and your peace of mind.
1882.
The Rockefellers were tired of specialists giving conflicting advice. So they hired the best people they could find, full time, as one team working toward one outcome. They called it a family office. The wealthiest families still do exactly that today, and they pay millions a year for it.
It works beautifully. The only problem is the price tag.
You deserve that too, without building the studio yourself, and at a fraction of the cost.
Travis Jennings
Executive Producer
“I'm not another specialist. I never touch the camera. I set up the production so you're free to star in your own life.”
I stay with the whole story. My job is to bring the right people together and keep the production moving, so you can do the one thing only you can do.
That is what I do for your financial life. I don't replace the specialists you trust. I coordinate them, help you bring in whoever is missing, and keep every seat working from the same goals. Together, my team and I become your virtual family office, and you only have one call to make.
One call.
You tell your story once. I carry it to everyone who needs it.
One team.
Your professionals work toward the same goals, at the same table.
One picture.
I hold the whole of it, so you don't have to.
See further. Go farther.
The name comes from the way eyesight is measured.
20/20
Human sight on a good day.
20/5
An eagle's. It sees four to five times farther than we do.
From up close, your financial life looks like a pile of separate tasks. From higher up, it looks like one story with a direction. I help you see further, so you can go farther than you thought possible.
“The purposes of a person's heart are deep waters, but one who has insight draws them out.”
Proverbs 20:5
That is the other half of the name. Before any production, I ask what all of this is for, and I keep asking until we both know.
What a year with us looks like.
Every year we go into production together. You always know where we are and what comes next.
- September
Gather
We gather your numbers and ask what matters most this year.
- Sept-Oct
Educate
We walk you through the numbers and your options.
- Thanksgiving
Decide
You choose what happens this year, with your professionals at the table.
- Year-end
Execute
Your professionals carry out your decisions before the window closes.
- New year
Wrap
We deliver your wrap report: a recap of the production and what's ahead.
- Quarter one
Recap
We sit down together, look back at the year and set up the next one.
We follow the same path every year. It's built around the goals you pick, with proactive tax coordination as the clock. From February through August the production keeps running, quieter and on its own calendar.
The Score
Tax leads the process. Your estimate comes early, produced by your own tax team, so you see it coming.
The Rehearsal
We stress-test the picture, and the issues get worked on with the people licensed to handle them.
The Ensemble
An extra set of eyes on expectations and long-term alignment with your goals. Your advisor owns the advice.
The Studio
Your scattered records come together in one private place. You get your evenings back.
Four things you can count on.
- You tell your story once. After that, repeating it is our job.
- Your specialists stay yours. We work with the people you trust and help them do their best work.
- The numbers come from your own team. Results are produced and verified by your advisory professionals, not by us.
- You always know what's next. The year has a rhythm, and we keep it.
The people we work best with.
- You invest in relationships for the long term.
- You value real expertise, and let specialists do their best work.
- You take responsibility, and do what you say.
- You lead with gratitude.
Twenty / Five works by referral only. Someone who cares about you sent you here, and we're glad they did.
Not sure it's a fit? Tell us what's weighing on you. We'll point you to the right next step, even if it leads somewhere other than Twenty / Five.