Many families reach a stage where their financial lives become too complex for traditional wealth management, yet do not warrant the cost or structure associated with family office structures.  

These families typically have $10M - $50M in investable assets and diversified balance sheets that may include operating businesses, private investments, real estate, trusts, and multigenerational planning considerations. Their financial affairs span multiple entities and advisors, creating coordination, governance, and strategic challenges that extend beyond portfolio management.

Traditional wealth management firms are limited to advising on assets held at the firm, while multi-family and single-family offices require significantly higher asset levels and operating costs. This leaves many families operating in what Tidecrest Wealth Management refers to as the Family Wealth Gap.

Tidecrest addresses this gap through Family Wealth Alignment services, providing family office caliber oversight, coordination, and strategic advisory services without the cost, infrastructure, or formality of a dedicated family office. 

Services include comprehensive balance sheet oversight, custom reporting, analysis of outside investments, ownership structure mapping, lending and liquidity evaluation, budgeting, risk assessment, philanthropic planning, and coordination across external legal, tax, investment, insurance, and banking advisors.

Tidecrest Wealth Management, LLC

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