About Us

Built on precision.
Rooted in strategy.

An independent, fee-only fiduciary firm — bridging complex financial architecture with an enduring estate.

Wealth management should not be a commoditized exercise in picking index funds or checking boxes on a generic software template.

Most financial advisors are generalists. They build portfolios, send quarterly statements, and hand you off to your CPA and attorney when things get complicated. Blackacre was built for a different kind of client — one whose financial life doesn't fit neatly into any single category.

We work with attorneys, physicians running private practices, executives managing equity compensation, founders navigating liquidity events, and professionals building wealth across multiple structures at once. For these clients, the real work isn't picking funds — it's coordinating taxes, investments, insurance, corporate structure, and estate planning so that every layer reinforces the others.

What sets us apart is both our legal foundation and our independence. Our background in law shapes how we analyze risk, structure assets, and anticipate consequences before they become problems. And because we are fee-only, we answer to one party: you. No commissions, no product relationships, no divided loyalties.

The name Blackacre comes from legal tradition — a placeholder for land held permanently and without encumbrance. That's the standard we hold ourselves to: building financial structures that are durable, defensible, and yours.

What we stand on

01

Precision

Every strategy is built on specifics—your tax situation, your compensation structure, your timeline. Not a model portfolio.

02

Foundation

Enduring, secure structures built for generations, not quarters.

03

Independence

No commissions. No proprietary products. Our only obligation is to you.

04

Technical Depth

Tax planning, estate structure, equity compensation, private markets—we work across the full complexity of your financial life.

Speak with a fiduciary.

A more deliberate approach to managing complex wealth begins with a single, conflict-free conversation.