The New Family-Office Performance Fee Based Investment Advisory

The New PBIGL Family-Office Advisory solutions provides investors with performance fee only investment advisory solutions.  We can provide insights, supports, tools, resources, and live events to assist with family office creation & management, but we charge our performance fees only for allocations made through deals we source for you.

We have a team of (7) person team is here to help you source niche industry specific direct investment deal flow, implement advanced tax planning, help decide how many of the 18 levels layers of control is most appropriate to retain, and get into place missing components in your family’s governance, operational processes, and family office quality solution providers.

Learn more about our family office services, the performance fee only direct investment deal flow program, and explore our entire data room. Our strategy focuses on these three cores.

* Investments

* Structured Tax & Accounting

* Extended Family offices services

* Wealth preservation & planning

Please reach out if you have any questions by calling or texting (860) 474-0077 or emailing us at

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