Family Office Consulting

One person who sees everything — and finally puts someone in charge of it.

Family Office Consulting is for families whose financial lives have grown faster than the structure meant to hold them.

Rick Weinstein is the one person who holds the whole picture: he coordinates the advisors, builds the reporting that makes everything legible, surfaces the blind spots others miss, and keeps every decision aligned with the family's values.

Principal-led, on the client's side of the table, and faster than the conventional advisor stack — often answering in an afternoon what used to take weeks.

Who it's for:
Ultra-high-net-worth families and the principals who run their family offices are successful enough that the complexity of their wealth has gotten ahead of the systems meant to manage it.

The problem it solves
Success accumulates advisors. Over time a family ends up with capable lawyers, accountants, property managers, and bankers who rarely speak to one another, each optimizing a piece while no one holds the whole. The result is advisor fatigue, duplicated work, and decisions that stall because no one will own them. The family feels the friction long before anyone names it.

What Rick does
Rick is the person who holds the whole picture. He brings clarity to a complicated structure, coordinates advisors who would otherwise stay in their lanes, and keeps every decision aligned with the family's values and intentions. He does the analytical groundwork himself rather than waiting for it, and when a question goes to outside counsel he asks for a decision and an implementation plan — not a survey of considerations. His standard for the work is plain: if an activity does not reduce cost, eliminate work, or produce a clear output, it should be stopped.

The AI advantage
This is where Rick brings something most family office advisors cannot. He uses AI for the actual work, not for show — and it changes what a single advisor can do. When California's Proposition 19 reshaped the rules on inherited property, Rick led the analysis for a large family real-estate portfolio: reconstructing decades of ownership-transfer history, modeling the basis and reassessment consequences across multiple entities and trusts, and coordinating more than one law firm toward a single answer. Work that would have taken a conventional team weeks was compressed into days — and the planning impact ran into the seven figures a year. The tool is never the point. The point is that clarity arrives sooner, and decisions get made on a developed record instead of a deferred one.

What an engagement can look like

• Rebuilding a family's scattered, duplicative financial reporting into a single standardized package — accountant-ready and automated — against a six-figure cost-reduction target on a fixed deadline.

• Leading a Proposition 13/19 basis-preservation project across a multi-property portfolio, coordinating multiple law firms toward implementable decisions.

• Modeling a disposition-and-exchange strategy for a set of properties — sale-decision analysis, tax-basis work, and lender financials — so the family could act on a clear picture rather than a hunch.

• Engineering a **basis step-up on low-basis real estate and stock** through a testamentary general power of appointment — adjudicating between competing law-firm strategies and grounding the choice in statute and case law.