ABOUT US
Senatus Wealth recognizing you’re building wealth to endure for generations. We’re here to help you engineer the outcome.
Stewardship Beyond Accumulation
At Senatus Wealth, we advise families who understand that significant wealth brings both opportunity and responsibility. Wealth that endures does not happen by chance—it is designed, coordinated, and protected with intention.
Whether your objective is to compound capital, optimize tax efficiency, structure estates and trusts, mitigate financial and estate risk, or simplify increasingly complex financial affairs, our role is to ensure your wealth is managed with precision, discretion, and long-term clarity.
A Private Wealth Advisory Built for Complexity
Senatus Wealth is a private wealth advisory firm specializing in advanced wealth creation, preservation, and multigenerational transition planning for ultra-high-net-worth families, entrepreneurs, and business owners.
For decades, we have guided member families through:
• Business growth and liquidity events
• Corporate and holding-company structuring
• Tax-efficient capital deployment
• Estate, trust, and succession planning
• Insurance-based wealth strategies
• Cross-border and intergenerational complexity
Our members include entrepreneurs, shareholders of private and professional corporations, multi-generational families, and the advisors who support them.
A Shared Journey, A Common Objective
While each family’s circumstances are unique, the journey often includes a familiar set of risks, opportunities, and inflection points:
• Accumulating wealth faster than it is organized
• Exposure to unnecessary tax and estate erosion
• Fragmented advice across banks, accountants, and lawyers
• Capital that exists—but is inefficient, illiquid, or inaccessible
Our mandate is clear and consistent
To thoughtfully organize complex financial matters, capture available capital, and create intentional access to that capital—on your terms.
Our Role: Proactive, Trusted Advisor
We act as your strategic architect, coordinating across investment managers, tax professionals and legal counsel to ensure every decision aligns within a cohesive, tax-aware, risk-managed wealth strategy.
The Result
Our work is designed to complement the entrepreneurial skill, discipline, and vision that built your wealth—while protecting it from fragmentation, inefficiency, and avoidable loss to capture:
• Greater clarity and control
• Improved after-tax and after-fee outcomes
• Reduced risk across generations
• Wealth that compounds with intention—not friction
Wealth positioned to endure, adapt, and transfer—not just exist.
