Our Firm

Running Point is a multifamily office of financial experts representing multiple disciplines. We offer a holistic approach, dedicated to the total well-being of our clients and their families. We understand that a family’s financial needs extend beyond wealth management to include financial planning, estate and trust planning, tax preparation and consulting, insurance, and more. We offer expertise and personalized service in a complete range of financial specialties—all in a single multifamily office.

Our Approach

Our team approach to financial management means we are a one-stop shop for our clients, who are typically families of wealth and families who own businesses. We believe that people with full, busy lives should be able to centralize their financial concerns.

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We’ve turned the typical asset-management model upside down. Rather than refer clients to a host of other professionals for such needs as tax or estate planning, Running Point has gathered the experts you need, all under one roof. There is no need to shop around. Our team is all in one place, working together toward one goal—your total financial well-being.

Our Core Values

Multidisciplinary Teamwork

We believe in a team approach to financial well-being. Our team members are standouts in multiple technical disciplines. They are chosen not only for their expertise, but also for their ability to be caring stewards for our clients. We collaborate regularly to ensure that our clients’ needs are met in every aspect of their financial life.

Deeply Personal,
Highly Professional

We are dedicated to meeting the financial needs of our family clients in a manner that is at once deeply personal and highly professional.

One Size Never Fits All

We believe in personalized service. We take the time to know our family clients and their businesses. One size never fits all. Clients are never identical.

A Lifelong Connection

We view our working relationships as a lifelong connection. Ours is a multigenerational approach that helps families navigate the full range of life experiences, from birth to college to business success, from estate planning to trust management to fiduciary services.

Clear Communication

We speak plainly, with clarity and authority. We pride ourselves in the ability to communicate clearly and seek to make complicated information easily understandable.

Responsive to Change

Teamwork means an ability to respond to changing conditions that can range from life events to market shifts to new tax laws. Our collaborative approach means our team regularly consults one another in order to provide the most up-to-date advice and investment strategies.

A True Family Office

As a true family office, we focus on goals and lives, not benchmarks. We listen as you articulate what you love and care about most. In the process, we come to understand your obstacles and opportunities.

Your Dreams
Are Our Goals

We respect how you desire to live your life and seek to help you in every possible way to realize your goals and dreams.


At Running Point, we know that no two clients are the same. We believe it’s our job to know and understand the nuances of each client’s unique objectives. Only then are we in a position to anticipate opportunities and issues. Only then are we able to assemble the expertise to drive your intended financial results.

While our expertise and services are rooted in years of experience and time-tested strategies, we are committed to innovation. We constantly evaluate the latest programs, plans, and tactics in the context of each client’s goals. Our combination of comprehensive expertise and commitment to understanding you and your family are the foundation of Running Point. That’s why your dreams are our goals.

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Our Clients

Our practice focuses on high net worth families and
family businesses and extends to the following:

High net worth Families & Individuals
Small Businesses & Their Owners
Large Businesses & Their Owners
Family Offices
Trusts & Estates
Private Foundations
Charities Not-for-Profit Organizations
Pension & Retirement Plans