WHO WE ADVISE
Senatus Wealth partners with a select group of families and individuals navigating complex wealth, significant responsibility, and long-term decision-making. We are intentionally selective.
Our clients are not looking for products. They are looking for clarity, coordination, and control.
We work best with families and individuals who:
• Value strategy over products
• Think in decades, not quarters
• Understand that wealth management is about outcomes, not performance charts
• Want a single point of coordination across all advisors
Ultra-High-Net-Worth Families
We advise families with substantial personal and corporate balance sheets who require bespoke wealth architecture, integrated across investments, tax, insurance, and estate planning.
These families are focused on:
• Preserving purchasing power across generations
• Reducing estate and tax leakage
• Maintaining privacy and governance
• Ensuring capital transitions efficiently, not emotionally
Founders, Entrepreneurs & Business Owners
We work with business owners before, during, and after liquidity events—helping convert operating success into durable personal and family wealth.
Our work often includes:
• Corporate structuring and surplus extraction
• Tax-efficient reinvestment strategies
• Holding company and trust design
• Exit, succession, and continuity planning
We help founders avoid the common mistake of selling a business before designing the outcome.
Executives & Senior Professionals
For senior executives and professionals with complex compensation, equity participation, or cross-border exposure, we provide advanced planning beyond traditional investment management.
This includes:
• After-tax investment strategy
• Insurance-based planning
• Deferred compensation and equity coordination
• Cross-jurisdiction considerations
Multigenerational & Enterprising Families
We specialize in families where wealth spans operating companies, real estate, investments, and insurance, often across generations.
Our role is to:
• Simplify complexity
• Align capital with family values
• Create frameworks for decision-making, not dependency
• Reduce the risk of wealth erosion through misalignment or poor coordination
