It’s Time For A New Era In Finance

Resilience is the benchmark for enduring wealth

Uniquely positioned with unbiased perspective, we streamline the approach to elite wealth transfer strategies for the most successful families

Preserving, protecting and transferring wealth requires comprehensive and seamless tax, risk and timing mitigation. We welcome established, new and inherited holders of wealth

Families Require:

  • An Individualistic and Thoughtful Approach: We recognize the uniqueness of your family, and tailor customize solutions driven by your specific needs and goals

  • A Focus on Long-Term Success and Sustainability: We plan with transformative acquisitions and strategic investment in mind to preserve your wealth as your success and family grow

  • Liquidity Outside Investment Portfolio: We calibrate and manage your safeguard fund as an invaluable and strategic balance sheet asset

  • Mastering Transitions: Our focus on estate and legacy planning holistically encompasses your successors and beneficiaries to minimize tax downstream

  • Cost Management: We provide structural alpha through maximizing tax efficiency, combined with legal entities and jurisdictions, to adhere to your bottom line

  • Legacy Asset and Investment Thesis Preservation: We focus on safeguarding your legacy assets and adhering to long-term investment strategies that align with your family’s values and objectives

  • Alignment for Excellence with Privacy Focus: We exceed expectations and maintain strict confidentiality to protect your family’s personal and financial information

  • Independent, Non-Conflicted Ownership: We partner with a transparent, conflict-free ownership model that prioritizes active collaboration and your family’s interests

Adeo Partner Group Provides:

  • Tax, Risk, and Timing Mitigation: We employ advanced strategies to minimize tax liabilities, manage risks effectively, and optimize timing for maximum financial benefits

  • Enhancement with Life Insurance: We optimize the values of tax-free and counter-party strength for a variety of applications

  • Optionality Through Disciplined Process: We offer flexible and adaptable options within a structured and rigorous framework

  • High-Touch Niche Expertise: We deliver specialized, high-level planning services from leading independent experts

  • Institutional-Sized Capacity and Integration: We provide extensive underwriting capabilities, funding options, and complex integration for managing large balance sheets seamlessly

  • Managed, Responsive Service on Robust Platform: We ensure proactive management and comprehensive reporting through a state-of-the-art service platform

  • Open Sourcing and Direct Access: We have exclusive access to off-market opportunities and direct investment channels for families with >$100 m

About ADEO

Delivering solutions for discerning clients since 1995, we are an experienced group of independent experts. Suzanne Jack, founding partner, fourth generation member of a 100-year family business, prioritizes the requirement to prepare, protect and preserve wealth, and the need for congruence in planning

Founding Partner