March 26, 2025
When people ask what I do, I could say, “I’m in wealth management” and leave it there.
But that hardly paints the full picture.
What we’ve built at Soundview Private Wealth is the natural evolution of 15+ years of work — deep, personal, and strategic — with families who needed more than traditional solutions.
The Evolution from RGA to Soundview
At RGA Investment Advisors, we built enduring relationships through deep, thoughtful investment work — portfolios grounded in independent research and long-term thinking.
We arrived at a realization: they wanted more from us.
They were often left trying to coordinate between their attorneys, CPAs, and investment advisors — without anyone truly seeing the whole picture.
With our unique capabilities and 15+ years of experience advising people, we recognized there was a better way to serve this cohort.
Soundview Private Wealth is that better way—an evolution born out of experience, insight, and a desire to build something that truly meets their needs.
The Market Gap We’re Addressing
We’ve identified an underserved and often misunderstood segment in the market – clients with assets between $15 million and $150 million.
While families with $500 million or more can build full in-house teams, those in the $15–150 million range are often left piecing together a patchwork of professionals — and hoping it works.
These clients need more sophisticated services than what traditional wealth management provides, but don’t require (or can’t justify) a full single-family office.
People with $500 million or a billion dollars can easily build wealth management capabilities themselves.
However, those in the $15-150 million range typically rely on a fragmented approach, attempting to coordinate individual specialists into a cohesive team—often with disappointing results.
What Is a Multifamily Office?
A true multifamily office provides a collaborative approach to solving the financial needs of people with more advanced requirements.
I define our approach as triangulated between investment management, tax advisory, and estate planning.
The intersections of these disciplines, handled at the same table, are where we shine.
We think strategically about solutions, taking each individual’s unique situation and objectives into account to craft the right approach from all angles.
As a boutique firm, we’re not pitching this work off to other people—we’re doing it ourselves.
We take a creative approach to each client’s needs, recognizing that everyone has different objectives requiring tailored strategies.
The Problem with “Comprehensive” Services
Many firms claim to offer comprehensive services but deliver a disjointed experience.
They promise “comprehensive solutions,” but end up outsourcing estate planning or tax work.
The execution falls short of what was promised.
We’ve frequently heard from clients who’ve been frustrated by this approach:
“We thought the approach was right because they had the teams, but they just pushed us off to a law firm.”
These firms promise integration but deliver fragmentation.
We’ve seen firsthand how often this leads to miscommunication, missed opportunities, and friction.
The Soundview Difference
At Soundview Private Wealth, we take a fundamentally different approach.
We built our firm to operate as a true multifamily office—with investment, tax, estate, and financial planning expertise all under one roof.
We’re not just coordinating your financial life—we’re building it with you, in real time, at the same table.
Our integrated team works seamlessly to address your entire financial picture without sending you elsewhere for critical components.
As a CPA with years of experience advising both clients and families, I bring a practical, creative lens to structuring solutions.
Whether it’s generational wealth transfer, tax-sensitive deal structuring, or building a more enduring legacy, we think a few moves ahead—and help our clients do the same.
Our Team
Our team is built differently by design.
We bring together expertise across investment management, tax strategy, estate planning, and financial advisory—all working in close coordination to deliver a truly unified experience.
Rather than handing you off to disconnected professionals, we collaborate with a trusted circle of specialists who share our values, communicate openly, and are fully aligned around your goals.
This approach eliminates the typical friction points, helping you make better decisions, faster—with everything thoughtfully connected and moving in the same direction.
We’re able to collaborate in real time, solve complex challenges efficiently, and execute with precision—all under one roof.
Who Should Consider Soundview Private Wealth?
Our clients tend to be thoughtful, successful people with assets in the $15-150 million range who value simplicity, coordination, and trust.
They’re looking for structure and more advanced, creative solutions.
They’ve often been burned by advisors who overpromise and underdeliver—and they’re looking for something deeper, more aligned, and more customized.
If you’ve ever felt like you’re managing a cast of disconnected advisors—each doing their part, but no one seeing the whole picture—we should talk.
You’re exactly who we built this for.
Are you planning for generational wealth transfer, navigating complex tax situations, or simply wanting a more cohesive financial strategy?
I’d love to have a conversation about how our multifamily office model can serve your needs.
Book a consultation when you’re ready to chat!