The Six Pillars
Six domains, one plan
Wealth at this level is not one problem. It is six, and they are usually being solved by people who have never spoken to each other.
The Camas Wealth Orchestrator delivers across six coordinated pillars. Each is designed by the Wealth Strategist, coordinated by the Wealth Orchestrator, and executed by Specialists: inside one plan rather than six separate engagements.
Every professional is doing their job. Nobody is doing the coordination.
By the time a household has real complexity, it has collected a team by accretion: a CPA, an attorney, an advisor, an insurance agent, a banker. Each was hired for good reasons. Each is competent inside their domain.
But no one of them is responsible for the space between the domains, and that is where the failures actually live. The trust that was never funded. The tax strategy that arrived after the transaction closed. The policy that pays into the estate the trust was built to avoid. Each of those is a coordination failure, not a competence failure, and no amount of excellence inside a single lane prevents one.
Nobody is paid to notice. So nobody does, until it is a fact rather than a decision.
Consolidating sprawl into structure
The signature move of orchestration is turning a sprawl of relationships into a structure with a shape. The six pillars are that shape: a complete map of what an affluent household actually needs handled, with one person accountable for how the pieces fit together.
The client sits at the center. The Wealth Strategist works above, at design altitude. The Wealth Orchestrator sits at the operational center and is the one element that touches every pillar, which is the entire argument, drawn rather than asserted.
- 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.
Who does the work
Your professionals are kept, not replaced
Most clients arrive with at least one professional already in place, and the engagement is built to be hybrid by default. Where an existing CPA, attorney or advisor does good work and will coordinate with the team, they stay and the Orchestrator becomes their coordination partner.
Where a domain has no professional, or the current one is not a strong collaborator, two or three vetted Specialists are introduced and the client interviews and chooses. Camas does not unilaterally assign Specialists.
The six
What gets coordinated
Each pillar has its own page: what usually goes wrong there, how it is approached, who does the work, and what it moves in the other five.
- Estate & Legacy Planning
- Tax Planning & Management
- Risk Mitigation & Asset Protection
- Wealth Management
- Business Advisory
- Leverage & Liquidity
- The plan that outlasts you.Estate & Legacy PlanningThe documents, the titling and the transfer strategy that decide what actually reaches the next generation.
- The strategy that compounds in silence.Tax Planning & ManagementForward-looking tax strategy, coordinated with your CPA rather than discovered at filing.
- The protection layer underneath everything.Risk Mitigation & Asset ProtectionThe coverage and the structures that decide whether one bad event is a setback or a reversal.
- The accumulation and stewardship engine.Wealth ManagementInvestment strategy, retirement income and the consolidated view: the engine the rest of the plan runs on.
- Where the business and the household meet.Business AdvisoryFor owners: succession, buy‑sell, key‑person and exit planning, run as part of the household's plan.
- The machinery that supports the plan.Leverage & LiquidityCash flow architecture, structured lending and financing, so the plan is never funded by selling at the wrong moment.
Cross-pillar
The value is in the seams
Any competent professional can execute inside one pillar. What almost nobody is positioned to do is see the consequence a decision in one has in the other five, and that consequence is usually where the money is.
- A policy's ownership decides whether it lands inside the estate structure or beside it.
- Which account a distribution comes from can matter more than what is held inside it.
- A buy‑sell agreement can quietly contradict the trust it was signed alongside.
Philanthropic strategy
Charitable work runs through Tax Planning, Estate & Legacy and Wealth Management rather than sitting beside them: it is a cross-pillar workstream, not a seventh pillar. For households with significant philanthropic intent it is coordinated as its own thread: foundation design, donor‑advised fund strategy, mission-aligned investing and family philanthropy education.
No household starts in all six at once
The pillars are a complete map, not a checklist to be worked through in order. Which one leads depends entirely on what is most urgent and most exposed when we meet: for a business owner approaching an exit that is usually Business Advisory; for a household that has just had a liquidity event it is more often Tax Planning.
The discovery conversation is what establishes the order. Everything else follows from what it finds.
Start with a conversation
No preparation required. We look at what you have in place, where the seams are, and whether this is the right fit.
Book a discovery call