The Camas Wealth Orchestrator℠
Your wealth, seen whole.
Your CPA sees the taxes. Your attorney sees the estate. Your advisor sees the portfolio. Each one excellent, and none of them looking at all of it together.
One plan underneath everything you have built, and a team that works from it together, so every part moves in concert.
You don't need another name. You need a plan they all work from.
Your advisor says, “I have a tax guy you can talk to.” Your CPA says, “You should really see an estate attorney.” Every one of those referrals is well meant.
Look at what happens next. You make the call. You explain what you're working on with your advisor. You try to remember what the attorney said last spring. You carry the plan from office to office, and you're the only one who has seen all of it. That is not your job. It's a job nobody has been given.
Most successful households end up right here: excellent professionals who have never spoken to each other. The investments don't reflect the estate plan. The tax strategy contradicts the coverage. Nothing is wrong with any one piece, and the whole still doesn't hold together.
Financial complexity is a feature of success, not a problem to apologize for. The work is keeping it coordinated.
The way you'd build a house.
You wouldn't build a house with one person. You need an architect to design it, a general contractor to run the project, and skilled trades to do the work, all building to the same set of plans.
- Building a home
The architect draws the plans that govern every decision that follows.
Building wealthYour Wealth Strategist designs the wealth plan: the blueprint every other professional builds to.
- Building a home
The general contractor runs the project: scheduling the trades, keeping the work to the plan, and answering to the owner.
Building wealthYour Wealth Orchestrator runs the engagement: coordinating specialists, keeping the plan on track, and serving as your primary contact for all of it.
- Building a home
The trades (electrician, plumber, roofer, carpenter) execute in their own discipline, to the architect's drawings.
Building wealthYour specialists (CPA, estate attorney, investment advisor, insurance and lending professionals) execute in their own discipline, to the same plan.
- The Architectis yourWealth Strategist
- The General Contractoris yourWealth Orchestrator
- The Tradesis yourYour Specialists
A house built without coordination has plumbing run before the framing is done and a roof that doesn't meet the foundation. Wealth without coordination fails the same way, more quietly.
How it comes together
One coordinated plan. Every part in concert.
Your Wealth Strategist designs the plan. Your Wealth Orchestrator runs it and stays your one point of contact. Your specialists, including the ones you already trust, each execute their discipline to that same plan.
And they talk to each other, because someone's whole job is making sure they do. Every part of your wealth is on the diagram below, and every part is connected.
- 01Wealth Strategist
- designs the plan
- 02You
- your household: the plan is yours
- 03Wealth Orchestrator
- coordinates execution
- Estate & Legacy PlanningThe plan that outlasts you.
- Tax Planning & ManagementThe strategy that compounds in silence.
- Risk Mitigation & Asset ProtectionThe protection layer underneath everything.
- Wealth ManagementThe accumulation and stewardship engine.
- Business AdvisoryWhere the business and the household meet.
- Leverage & LiquidityThe machinery that supports the plan.
What gets coordinated
Every piece of your wealth, working as one.
Your investments, your taxes, your estate, your coverage, your credit, your business. Most households get six answers from six different advisors. Here they are designed and reviewed together, as one coordinated plan, by people who collaborate on it.
The model
What the wealthiest families have had all along.
Families at the very top of the wealth curve solve this with a family office: a dedicated team working from one plan, with one person whose whole job is keeping it coordinated. It works. It also costs more than a million dollars a year to run.
- Single-family office$1M+ a year
Built for one family. Viable at $100M+ in net worth.
- Multi-family office$25K–$150K a year
Annual minimums, typically requiring $5M+ in managed assets.
- A solo advisor, CPA and attorney$15K–$50K a year
Combined fees, with no coordination between them.
The Camas Wealth Orchestrator℠
The same structure. Your own Orchestrator, a shared team of specialists, at a fraction of the cost.
- Setup
- Starting at $5,000
- Ongoing
- $495 a month
The engagement
What working with us looks like.
Eight stages. The first four take a few weeks and end in a decision that is yours to make. The last two have no end date.
Discover and design
- No cost
Discovery call
A conversation with a Wealth Orchestrator to find out whether this makes sense, for you and for us.
- One working session
Data collection
A structured session that captures the full picture: goals, family and business context, what you want and what you need.
- Two to three weeks, our side
Diagnostic and plan design
The Wealth Strategist and the design team analyze your position and draft the plan: strengths, gaps, opportunities, recommendations.
- 60 to 90 minutesYou decide whether to proceed
Engagement meeting
The Wealth Strategist and your Wealth Orchestrator present the diagnostic and the plan together.
Assemble the team
- First 30 to 60 days
Onboarding
Your specialist team is assembled: the professionals you already have where they fit, vetted specialists where there are gaps.
- Days 60 to 90
Plan finalization
Every discipline refines the plan. You review and approve the final version.
Execute and steward
- Year one and beyond
Implementation
Your Wealth Orchestrator drives execution. Some pieces land in the first 90 days; tax strategy and exit preparation unfold over years.
- Permanent
Stewardship
Quarterly reviews with your Wealth Orchestrator, deep reviews with the Wealth Strategist, and continuous coordination as life, markets and tax law change.
Who this is built for.
Households with investable assets of $800,000 and up, or annual household income of $300,000 and up.
These numbers are a starting point, not a hard line. Below them, coordinating a team like this costs more than it saves. Above them, it pays for itself almost every single time.
The successful professional or business owner
A surgeon. An executive climbing the ladder with real equity on the table. An owner whose company may sell in the next five to ten years. You have a CPA, an advisor, maybe an attorney, and none of them talk to each other.
The pre-liquidity family
A founder with a sale on the horizon. An executive with concentrated stock vesting. An heir who knows a windfall is coming. You have a short window to get the structures right before the money moves, and no second chance after.
The family across two generations
The wealth is built. Now there are children and grandchildren in the picture, and the question is how it moves, not how it grows. Family offices serve this at $50 million and up. We serve it well below that.
The self-directed investor at the ceiling
You've managed your own money well for years. But the questions have changed. They aren't about which investments anymore. They're about taxes, estate planning and what you'll leave behind, and those aren't solo questions.
Who this isn't for.
- Households below the thresholds. We'll point you somewhere that fits, and mean it.
- Anyone who wants one product or a single transaction. That's a purchase, not a plan.
- Anyone who would rather keep managing their wealth by themselves, or keep their advisors separate. Coordination only works when everyone is in the room, working from one plan.
Start with a conversation.
A conversation with a Wealth Orchestrator, at no cost, to figure out whether this makes sense for you. If it does, we'll tell you exactly what happens next. If it doesn't, we'll say that too.
Schedule a discovery call