Elevated Planning.
Independent Advice.
Family Office Support.
RLS Private Wealth Consulting
At RLS Private Wealth Consulting, we believe exceptional wealth advisory services should be delivered without conflicts of interest. For that reason, we intentionally forego the sale of financial products and serve exclusively as trusted advisors, strategists, and confidantes to the families we guide.
Drawing on over 40 years of collective experience, we have advised business owners and multi-generational families with complex wealth planning and family office needs. Our experience implementing sophisticated planning strategies is broad and deep, providing clients with thoughtful guidance across every aspect of their financial lives.
Through comprehensive wealth planning, exceptional concierge-level coordination, and family office services, we deliver objective advice supported by a transparent fee structure—always aligned with our clients' best interests.
Specialized Wealth Services for Discerning Family Business Owners
Comprehensive Wealth Planning
Comprehensive financial planning and business succession services help clients define, organize, and achieve their financial, wealth, and legacy goals.
Wealth Concierge
Connecting clients with appropriate resources, demystifying wealth management, and advocating for clients.
Family Office
Providing families financial peace of mind through operational support, project management, governance planning, digital family office platform administration, bookkeeping and bill-pay services.
Investment Consulting Services
Helping monitor investment decisions by providing objective oversight, independent analysis, and strategic guidance that complements your overall wealth plan.
Redefining Wealth Advisory
with Integrity & Expertise
We have redefined the traditional financial services model—offering comprehensive wealth planning, financial organization, administration, and operational support for family offices without selling financial products.
As an unbiased professional advocate, we often serve as the “quarterback” of our clients' advisory teams, collaborating seamlessly with legal, tax, and financial professionals to ensure a holistic and strategic approach to wealth management. We value and respect the expertise of professional partners, recognizing the power of synergy in serving our clients' best interests.
These core values guide us in building meaningful, lasting relationships while providing trusted, conflict-free financial guidance to those we serve.
Service
We prioritize serving others with unwavering quality, value, and care.
why this matters to you
Our clients' lives don't operate on a traditional schedule, and neither do we. We deliver a highly personalized wealth management experience that is available when, where, and how our clients need us. Through exceptional service, flexibility, and a commitment to long-term relationships, we provide a level of support that goes beyond what is typically offered by a traditional firm.
Integrity
We lead with principle and purpose, always aligning our actions with our commitments.
why this matters to you
Integrity means putting our clients' interests first—always. By intentionally removing conflicts of interest and eliminating product sales incentives, we provide objective, unbiased advice clients can trust. Our commitment to transparency, accountability, and rigorous oversight ensures that every recommendation is made with one goal in mind: helping our clients achieve the best possible outcome.
Honesty
Transparency is at the core of our relationships; we are forthright, candid, and truthful.
why this matters to you
Honesty means communicating with transparency, candor, and respect. We provide straightforward advice, whether celebrating successes or working through challenges, and we handle our clients' information with the utmost care and confidentiality. By putting our clients' interests first and maintaining open, honest dialogue, we earn the trust that forms the foundation of our lasting relationships.
Competence
We bring deep expertise and a problem-solving mindset, ensuring mastery in all we do.
why this matters to you
Competence means bringing both experience and expertise to every client relationship. Backed by more than 40 years of experience, we are committed to continuous education, maintaining professional certifications, and staying current on industry developments and wealth planning strategies. This dedication allows us to provide knowledgeable guidance and sophisticated solutions tailored to the unique needs of families with significant wealth.
Stewardship
We honor your trust placed in us through collaboratively managing resources and relationships to create long lasting success.
why this matters to you
Stewardship means honoring the trust our clients place in us. We manage wealth with the same care and responsibility we would our own, always focused on preserving and protecting our clients' legacy. By serving multiple generations of families and taking a long-term perspective, we help ensure that the values, goals, and resources our clients have built continue to benefit future generations.