IMPACTFUL, ENJOYABLE WEALTH

For families worth $50M to $500M, real wealth isn't measured in dollars—it's measured in impact.

Protected in Family Wealth

Legacy Structures Engineered

%

Estate Preservation

Families Selected Annually

Protected in Family Wealth

Legacy Structures Engineered

%

Estate Preservation

Families Selected Annually

Protected in Family Wealth

Legacy Structures Engineered

%

Estate Preservation

Families Selected Annually

Our Approach to Wealth Management

MOST FIRMS

Offer advice

Charge for time

Complex structures

Limited control

GIRAFFE MONEY

Engineer outcomes

Save your time

Elegant solutions

Maximum control

KEY BENEFITS

Control & Flexibility

Maintain patriarch/matriarch authority

Dynamic adjustment capability

Integrated decision framework

WEALTH PRESERVATION

92-97% heir preservation

Tax optimization

Expense reduction strategy

LEGACY DESIGN

Values communication system

Next-gen preparation

Mission alignment

STRATEGIC IMPLEMENTATION

1

Initial Consultation

Understanding your unique needs and goals

2

Strategy Design

Crafting your personalized wealth blueprint

3

Implementation

Executing your strategy with precision

4

Optimization

Continuous refinement for maximum efficiency

5

Legacy Protection

Ensuring your wealth endures for generations

OUR STRATEGIC TEAM

CHRIS JARVIS

Founder & Chief Strategist

With over 25 years of experience in wealth management for ultra-high-net-worth families, Chris has pioneered innovative legacy structures that have preserved billions in family wealth.

TONY ASSADI

Legacy Architect

Tony specializes in designing elegant wealth structures that align with family values while maximizing tax efficiency and control for the next generation.

BOB CHESNER

Implementation Specialist

Bob ensures seamless execution of complex wealth strategies, coordinating with legal and financial teams to bring your legacy vision to life with precision.

GIRAFFE MONEY BOOKS

Giraffe Money

Giraffe Money Essentials

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30-minute consultation

Download Legacy Engineering Guide

Get immediate access to our comprehensive guide on legacy engineering for ultra-high-net-worth families. Learn the strategies that have helped preserve billions in family wealth.