SENATUS WEALTH PRIVATE ADVISORY
Your retained private office, delivering institutional structure, coordinated expertise, and exacting implementation across your full architecture of capital.
Wealthy families do not suffer from a shortage of advisors. They suffer from a shortage of time and coordination.
At meaningful levels of wealth, complexity compounds. Tax, legal structures, investment decisions, insurance design, cross-border considerations, governance, and family dynamics are often managed in silos. Important work is done, but rarely integrated.
We serve as your retained private office — organizing priorities, defining strategy, and directing the right specialists to complete the work efficiently and correctly.
What we offer
We begin by orienting the landscape.
We identify exposures, inefficiencies, outdated structures, missing agreements, and opportunities that typically go unseen when advice is fragmented. We then design a coordinated plan and mobilize the appropriate professionals to implement it.
You are not asked to manage accountants, lawyers, investment managers, or insurers.
We do the heavy lifting.
You optimize your time and make informed decisions at the right moments.
Senatus Private Advisory acts as:
An Architect – designing the integrated blueprint
A Quarterback – coordinating execution across advisors
Interpreter – translating technical issues into clear choices
An Accountability partner – ensuring tasks are completed properly
A Continuity layer – maintaining alignment as life evolves
We are independent, conflict-free, and compensated by retainer — not by product placement or asset gathering.
Our Role
Areas of Coordination
Depending on family needs, this often includes oversight and integration of:
• Tax planning and compliance
• Corporate and trust structuring
• Estate and succession alignment
• Investment policy, manager and performance review
• Risk management and insurance architecture
• Liquidity and cash flow planning
• Cross-border considerations
• Governance and decision frameworks
• Inter-generational education and communication
If additional expertise is required, we engage proven professionals from our network or collaborate with those you already trust.
How Decisions Happen
Our clients are busy leaders, entrepreneurs, and families.
They do not want more meetings. They want clarity.
We distill complex technical work into structured recommendations, outline trade-offs, and present defined decision points.
You remain in control.
We ensure nothing falls through the cracks.
The Outcome
Less noise.
Fewer surprises.
Greater tax efficiency.
Cleaner structures.
Stronger continuity across generations.
Most importantly, confidence that your financial life is being managed as one coordinated strategy rather than a collection of independent transactions.
How the Process Works
A Structured Path From Complexity to Clarity
Our mandate is simple: organize, coordinate and execute.
We replace fragmented advice with a disciplined system that moves your financial life forward in deliberate stages.
Orientation
We gather documents, map entities, and understand family priorities.
This stage reveals:
structural gaps
outdated planning
unmeasured risks
missed opportunities
Most families discover more here in weeks than they uncovered in years.
Blueprint Design
We convert findings into a prioritized action architecture.
You see:
what should be done
in what order
by which professional
and why it matters
No noise. No theory. Clear direction.
Specialist Mobilization
We engage the appropriate tax, legal, investment, and risk professionals — either from your existing circle or our trusted network.
We brief them.
We coordinate them.
We keep them aligned.
You are not left managing the project.
Decision Points
Complex analysis becomes straightforward choices.
We present:
options
trade-offs
costs
outcomes
You approve the path. We drive execution.
Implementation & Continuity
Work gets completed. Documents get signed. Structures get maintained.
As life and law evolve, we update the system so yesterday’s planning does not become tomorrow’s exposure.
The Result:
Your wealth operates as a coordinated enterprise rather than disconnected parts.
Why Retainer Instead of Commissions or AUM
Independence Changes the Conversation
Most financial models compensate the advisor for selling something or managing assets.
Senatus Private Wealth Advisory is different.
We are paid for judgment, coordination, and intellectual capital — not transactions.
What This Means for You
We do not gather assets.
We objectively evaluate any manager, platform, or strategy.
We do not just sell products to make money.
Insurance, investments, or structures must stand on merit — not compensation.
We do not benefit from complexity.
If simplification improves your position, we recommend simplification.
We sit on your side of the table.
Our loyalty is to your design preferences and the durability of your plan.
Why Sophisticated Families Prefer This Model
Because real wealth problems are rarely solved by buying something new.
They are solved by:
Organizing what already exists
Correcting inefficiencies
Coordinating professionals
Maintaining discipline over time
How We Are Paid
Clients retain Senatus Private Wealth Advisory in the same way they retain legal counsel.
Predictable. Transparent. Agreed in advance.
No hidden incentives. No product quotas. No asset minimums.
Only aligned advice.
