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The Firm

Not a bank. Not a broker.
A partner.

A boutique multi-family office advising families across the full spectrum of their financial lives.

Who We Are

A different kind of
family office.

Our clients didn't build what they have by thinking conventionally. Neither do we. We work with a select group of families and give each one the depth of attention their lives require, across investments, taxes, estate, risk, and the decisions that sit between.

Where others add headcount, we add depth. Where they layer complexity, we create clarity. One operating system for every decision your wealth requires.

Our Approach

Protect. Manage. Build.

01

Protect

Preserve what you've built.

Risk management, insurance architecture, asset protection, estate structuring. The things that don't make headlines, until they're missing.

02

Manage

Grow with discipline.

Investment oversight, manager selection, tax planning, cash flow coordination. One team quarterbacking every moving piece.

03

Build

Create lasting impact.

Co-investment access, direct deal flow, next-generation planning. Wealth that compounds across generations, not just portfolios.

The Targa Difference

Why families choose us.

Boutique by design.

We work with a select group of families. Senior-level attention on every engagement. No handoffs, no junior associates, no call centers.

Conflict-free.

We don't sell products, manage funds, or earn commissions. Our only incentive is your outcome.

One team.

Investments, taxes, estate, insurance, philanthropy: we quarterback all of it. One plan, one point of contact, zero gaps.

Access.

Direct deal flow, co-investment opportunities, and a network built over decades of working with founders, operators, and family principals.

Technology & Infrastructure

Real infrastructure. Not theater.

Integrated Platform

Investments, tax, estate, risk, and entity management. One team. One system. No silos between specialists, no coordination tax. The work that usually requires four firms and ten meetings happens in one.

Real-Time Visibility

The complete picture: investments, real estate, private holdings, fine art, collections. Every asset that matters to your balance sheet, aggregated across custodians, managers, and the things most platforms ignore.

Operationalized Judgment

Technology handles the mechanics. Our team handles the strategy. Automation eliminates the friction so we can focus on the decisions that actually matter. The ones only a senior advisor can make.