Contact
Begin with a conversation.
This conversation is confidential, unhurried, and peer-to-peer. You will be speaking with someone who understands the full picture of a practice owner: the professional corporation, the ASC or DSO interest, the building LLC, and the advisors who have never read each other’s work. Our goal is to determine whether a governing system can integrate with and enhance your existing structure.
The discussion looks at how your current structure holds together at the seams, where the clinic, the real estate, and the estate plan meet, and whether a governing layer is appropriate for this phase of your life.
There is no expectation to proceed.
Only to determine whether the fit is right.
We do not manage assets or sell products. If we end up working together, it will be on a flat-fee retainer for governance work only.
Confidential
Held in confidence from the first conversation, under a written confidentiality agreement that protects the household. Nothing you share is used beyond your engagement.
Complimentary
The first conversation, and the written snapshot of your current governance state it produces, are yours at no cost, whether we work together or not.
Direct access
You will speak directly with the principal, not a sales team.
Selective by design
The roster is kept deliberately small. That is what protects the attention each household receives.
Flat annual retainer
No AUM percentage. No commissions. No performance fees. Our only incentive is the system working. Most households invest in the low- to mid-five figures a year, scaled to complexity.
Request a conversation
Tell us where things stand and we will reach out to schedule a brief, private discussion.
Important Disclosures
Armature Private Wealth Office provides governance, coordination, and oversight services. Armature does not provide investment, tax, or legal advice, does not have custody or discretion over client assets, and is not a registered investment adviser. This website is for informational purposes only and does not constitute financial, legal, or investment advice.