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 the consummate behind the scenes private wealth manager. He maintains a minimal public profile while orchestrating pioneering wealth planning strategies and investment portfolios for a premier roster of CEOs and founders, high-net-worth individuals and families, and top-earners in entertainment, sports and media. Robert’s approach is built on the knowledge that a client’s financial…
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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