For portfolios of $1M – $3M
Private Wealth
Comprehensive wealth management with the full Darke Turnbull planning discipline.
Request an IntroductionService Tiers
One standard of care. Three ways to work with us.
Every client relationship follows the same disciplined, six-step process. What changes with scale is depth — broader access, more frequent reviews, and a deeper bench of specialists. Compare the tiers below to see where you fit.
For portfolios above $3M
Signature Wealth
Our highest level of service — institutional access and a dedicated senior team.
Request an IntroductionFor family members of our private clients
Next Generation
Extend the same planning standards to the next generation, regardless of portfolio size.
Ask about eligibilitySide-by-side comparison
| Services | portfolios of $1M – $3MPrivate Wealth | portfolios above $3MSignature Wealth | Family membersNext Generation |
|---|---|---|---|
| Investment Management | |||
| Customized portfolio strategy | |||
| Tax-optimized portfolio construction | |||
| Alternative investments (private equity, hedge funds) | Select access | — | |
| Institutional-class pricing & pooled access | — | — | |
| Direct indexing & concentrated stock strategies | — | — | |
| Planning & Advisory | |||
| Integrated financial plan | |||
| Estate & legacy planning | Foundational | ||
| Tax optimization strategies | Advanced | ||
| Risk management & insurance analysis | |||
| Philanthropic advisory & foundation setup | — | — | |
| Business succession & corporate structuring | On request | — | |
| Financial literacy coaching for next generation | — | ||
| Service & Relationship | |||
| Dedicated advisor team | Senior team | ||
| Portfolio reviews | Semi-annual | Quarterly | Annual |
| On-demand consultation access | Priority | ||
| Transparent reporting & clear fee structure | |||
| Family meetings & multi-generational coordination | — | ||
| Concierge coordination with accountants & lawyers | On request | — | |
Next Generation
Wealth is a family matter.
The Next Generation tier exists for one reason: your children, parents, and siblings shouldn't have to reach a minimum before they get real advice. As a relative of one of our private clients, they receive the same planning discipline — an integrated financial plan, customized portfolio, and honest, transparent guidance — scaled to where they are today.
It's also how we prepare the next generation to eventually steward the wealth you've built, with financial literacy coaching and coordinated family meetings built in.
Ask about eligibilityNot sure which tier fits?
Every engagement starts the same way — with a complimentary, no-obligation discovery call. We'll learn about your situation and recommend the right level of service.
Request an IntroductionTier availability, minimums, and included services are indicative and may vary based on individual circumstances, household asset aggregation, and account complexity. Fees are disclosed fully in your written proposal before any engagement begins. This page is for information only and does not constitute investment, tax, or legal advice.
