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Multigenerational Investing.

For Families.

About

Us

Our Story

We created this website to share content for families seeking and build or preserve their wealth for generations. Our goal is to help you get clear on your objectives, help you avoid pitfalls and investment mistakes, guide you in realistic and rational thinking about investing, help you source good investments, and assist with tax/estate planning. 

Who We Are

Michael Nowacki leverages his experience serving ultra-high net worth families, foundations, and businesses to help all clients gain diversification and optimize their portfolio of investments. He utilizes a patient, long-term approach to investing by allocating capital across traditional and alternative asset classes.

The website is for informational purposes only. If you wish to speak about your current individual investment positioning, your family goals, and portfolio optimization, please reach out here.

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