An Architecture for Legacy Building.
We understand the path to building a lasting legacy can be populated with unexpected obstacles and extraordinary opportunities. Decisions made today can impact generations of loved ones and we recognize the importance of balancing demands like growing a deep investment portfolio, cultivating philanthropic opportunities and instituting a reliable family governance structure.Read More
CEO, MGO Private Wealth
Robert is one of the most prominent wealth and business managers in the United States. He has served his broad client-base of executives, celebrities, athletes and other high-net-worth individuals for over 20 years, bringing clarity and focus to their complex financial situations. Robert’s approach is rooted in the ideas of “Listen, Understand, Plan and Execute.”…
Partner, MGO Private Wealth
Louis Barajas strives to redefine what it means to be a wealth and business expert. Rather than limiting his scope to the size of the client’s bank balance, investment portfolio, or retirement account, his approach is to show people how to use their finances to enrich their lives. Louis connects with people through their passions,…
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