Assets Managed
Private Wealth | Family Office | Corporate Retirement
Modern advisory for complex balance sheets and singular futures.
A redesign concept that stays true to Three Bell's current voice: fiduciary-first advice, boutique service, and coordinated strategy across investments, tax, estate, and retirement.
Client Retention
99%
Retirement Plans
205
Three Verticals, One Process
One coordinated team instead of disconnected specialists.
Private Wealth Management
Portfolio design, integrated tax strategy, estate coordination, and institutional lending support for founders, executives, and families managing concentrated positions.
- Asset allocation and downside protection
- QSBS and equity compensation planning
- Custom lending and liquidity strategy
Family Office
Outsourced family office services with consolidated reporting, advisor coordination, and intergenerational planning for complex and multi-entity wealth structures.
- K-1 and tax document coordination
- Capital call and LP subscription workflows
- Legacy planning aligned with family values
Corporate Retirement
Fiduciary support for plan sponsors through plan design, investment monitoring, participant education, and platform negotiation for better outcomes at scale.
- 3(21) and 3(38) fiduciary support
- Plan benchmarking and fee analysis
- Employee enrollment and education strategy
Flow Upgrade
A cleaner journey from discovery to implementation.
Discovery
Map entities, accounts, liabilities, tax constraints, and stakeholder roles.
Strategy Design
Build an integrated investment, tax, and estate framework around explicit goals.
Execution
Coordinate attorneys, CPAs, custodians, and insurance partners under one operating plan.
Visibility
Deliver consolidated reporting and routine reviews that improve decisions over time.
Tech-Forward Advisory
Operational intelligence for advisors and clients.
What to Automate First
- Family office reporting: cash flow, P&L, balance sheet, tax estimates
- K-1 extraction and CPA-ready document pipelines
- 401(k) benchmark report generation for plan committees
- Client meeting briefs and follow-up task automation
Why this works
Advisors should spend time advising, not stitching spreadsheets. This concept keeps the premium brand identity while making services, outcomes, and next steps easier to understand in under two minutes.
Request Build ScopeSample Thought Leadership
Blog content designed to build trust with founders, HR leaders, and family office clients.
Founder Strategy
The 90-Day Liquidity Event Playbook
A practical framework for founders and early employees after a major equity event.
Read postRetirement
3(21) vs 3(38): What Plan Sponsors Need to Know
How fiduciary structures affect risk, decision rights, and committee workflow.
Read postFamily Office
How to Survive K-1 Season Without Chaos
The document operating system that keeps clients, CPAs, and advisors aligned.
Read postBuild the new digital front door in one sprint.
This concept gives you a stronger first impression, clearer service flow, and built-in thought leadership content.