Clarity before complexity
Evidence-led advice, rigorous coordination, and a deliberately limited client community.
How we advise ↗
FEE-ONLY FIDUCIARY / FOUNDER + FAMILY WEALTHWealth is more
Wealth is more
than a number.
Independent investment, tax, estate and family governance advice for relationships typically beginning at $20M.
Speak with a partner ↗NO COMMISSIONSNO PROPRIETARY PRODUCTS31 SAMPLE FAMILIES
Your Connected Decisions
Selling a Business
Liquidity planning, tax impact, family transition
Concentrated Equity
Diversification, risk management, strategy
Generational Planning
Wealth transfer, family governance, legacy
Liquidity Event
Timing optimization, tax coordination, reinvestment
Family Transition
Succession, communication, governance structure
Risk Management
Insurance strategy, volatility, stability planning
Sample advisory content for portfolio demonstration. Registration and performance details would be replaced before launch.
Capital,
considered.
Northline coordinates the whole balance sheet so investment decisions support the family, enterprise, and obligations behind it.
FOUNDER LIQUIDITY / SAMPLE CASE
From concentrated risk to a family plan.
- Before
- 82% of net worth in one private company
- Work
- Liquidity modeling, tax coordination, estate design
- Outcome
- Three-year diversification policy with family governance
Risk without reaction
Evidence-led advice, rigorous coordination, and a deliberately limited client community.
How we advise ↗A plan that outlives its authors
Evidence-led advice, rigorous coordination, and a deliberately limited client community.
How we advise ↗FIDUCIARYsample assets advised
31sample client families
0proprietary products
Before we meet.
Who is Northline designed for?
Founders, multi-generational families, and institutions with complex balance sheets and typically $20M+ in investable assets.
How are fees structured?
Transparent advisory fees agreed in writing. No product commissions or revenue sharing.
Who leads the relationship?
A named senior partner remains accountable, supported by investment and planning specialists.