Four practices, one steady point of view.
Families don't experience their wealth as separate categories. OakSpire Advisory coordinates four practices around a single point of view — so the planning, the tax position, the ownership, and the operations move together.
The family at the center.
We stay at the table.
Each practice can stand alone. However, they were built to move together. The right tax position depends on the right structure, which depends on the right governance, which depends on the operations underneath all of it.
Family Office Services
Day-to-day stewardship and coordination across the family balance sheet.
Bookkeeping, reporting, household operations, and the connective tissue between attorneys, bankers, and CPAs.
We bring order to the day-to-day so principals and families can focus on the decisions that actually move the needle.
- Consolidated reporting across entities
- Household and entity bookkeeping
- Bill pay, expense oversight, and cash management
- Coordination with attorneys, bankers, and CPAs
Tax Strategy
Long-horizon planning that compounds quietly across years and generations.
Entity structures, real estate, equity events, and intergenerational transfers — designed to work together rather than in isolation.
Tax is not a year-end exercise. The right structure, set up early, removes friction for decades.
- Entity design and structuring
- Equity events and liquidity planning
- Real estate and operating business strategy
- Intergenerational transfer planning
Strategic Planning
A frame for the decisions that shape the next decade.
Capital allocation, governance, philanthropy, and the conversations families don't always know how to start.
We sit alongside families as they make consequential decisions — not as managers, but as a thinking partner.
- Capital allocation frameworks
- Family governance and decision rights
- Philanthropic and legacy planning
- Scenario planning for major transitions
Succession & Continuity
Translating values, ownership, and leadership across generations.
Operating agreements, transition timelines, and the dignity of a thoughtful handoff.
Done well, a transition strengthens the family. Done poorly, it strains it. We help design the version that holds.
- Ownership transition design
- Operating agreements and buy-sell structures
- Leadership and next-generation readiness
- Continuity planning across roles