A family’s wealth is a system, or a collection of advisors. The problem is seldom competence. It is coordination. Senatus holds that seat — institutional discipline, without the institutional conflicts.
For founders who built it. Families who hold it. Heirs who carry it on.
For the principals at the inflection points.
For founders before and after the sale, families preparing the next generation, and principals at the chapters of life that ask more of the structure than any single advisor can hold.
New relationships are accepted by introduction, and only where we can deliver materially for the family.
In concert with the advisors you keep. For affairs beyond any one of them.
Sixty specialists on the bench, under one mandate — yours. Every decision considered in concert, year after year.
No hand off. No turn over. No relationship manager between you and the work.
Brett P. Nicholson
Raymond G. Adlington
Cindy Wilson
The balance of the firm’s bench serves in confidence. Discretion is the first condition of the relationship.
Where private wealth is heading, and the architecture each chapter requires.
On the questions now before the families we serve — the transfer of capital between generations, the management of affairs across borders, and a tax administration whose posture continues to evolve.
Read the letter →The Q2 read on the Income Tax Act and what it asks of UHNW families.
Ray Adlington
Read the note →Founders, liquidity events, and the windows that close without warning.
Cindy Wilson
Read the note →Institutional in strength. Independent in interest.
The discipline and security of an institution, with the independence of a private firm. Privately owned, fully disclosed, and free of affiliation with any insurer or asset manager. Compensation is agreed in writing, and does not come with surprises thereafter.
We work alongside the lawyers and accountants a family already trusts. Continuity is the standard.
Built, preserved, transferred.
Tax. Estate. Corporate and trust governance. Investment oversight. Insurance as structural capital. The continuity of the family itself.
Six disciplines, held in concert. Forty-five instruments, drawn upon only when the architecture calls for them.
Insights & Perspectives.
The thinking that compounds a family’s position across generations. Articles on the decisions that define outcomes; case studies in confidence, where early, advanced counsel preserved a fortune or unlocked one; and questions answered plainly for families weighing a first conversation.
Senatus Wealth Perspectives.
Written at the intersections of tax, law, governance, and legacy — for the families and professional advisors whose work these subjects govern.
Considered, before asked.
The questions principals most often pose in an initial conversation — answered plainly, so that fit, mandate, and terms are clear before any engagement begins.
Begin a private conversation.
Read by a principal of the firm. Answered within one business day.