Risk
Life
Senatus
Legacy

A family’s wealth is a system, or a collection of advisors. The problem is seldom competence. It is coordination. Senatus holds that seat — institutional discipline, without the institutional conflicts.

HOW WE’RE DIFFERENT

Most firms sell instruments. We coordinate the bench and compose the architecture those instruments serve — by chapter, across generations.

Read the methodology →
100%Independent — no bank, no conflict, no turnover
45UHNW families under private advisory
$25M+Private Advisory minimum net worth
$1.2B+Family wealth under counsel
60+Specialists on the bench
20+ yrsOf experience per advisor

Specialized counsel, for the chapter that defines the decade.

  1. The Founder’s Chapter For owners still building — before the sale, before the dilution. Setting up the holding company, locking today’s value in for the parents, protecting the family if something happens to the founder, and putting the right structure in place for the kids.
  2. Liquidity Event For families in the year of a sale — the company, the building, the partnership stake. Cleaning up the company so the sale qualifies for the lower tax rate, sequencing the closing so cash arrives in the right order, and deciding how the proceeds are held the day after the wire lands.
  3. The Stewardship Chapter For families holding the wealth across two and three generations. Refreshing the estate plan as the family changes, writing down how decisions are made, governing the family foundation, and handling the layers that come with citizenship and assets in more than one country.
  4. Transition For families approaching, or working through, a generational handover. Planning the tax that comes due at death, putting insurance in place so the family doesn’t have to sell what they’d rather keep, and writing the protocol so the next generation inherits the structure intact.
  5. View all chapters, their intersection and context

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