The Camas Wealth Orchestrator℠
A collaborative team of advisors built to help you grow, access, and protect your wealth, coordinated the way the wealthiest families have always had it done.
This is the whole picture: the two people who lead your plan, the six disciplines they coordinate, what it costs, and how to find out if it fits.
The model
Strip away the mahogany and a family office does two things. It designs one plan that governs everything: investments, taxes, estate, insurance, lending. And it employs someone whose entire job is making sure every professional works to that plan.
That's it. That's the machinery. Attorneys, CPAs, investment managers and risk specialists under one roof, building to one set of drawings, with no gaps for money to fall through.
It works, and it costs upwards of a million dollars a year to run, which is why it has stayed the private preserve of families with hundreds of millions. The problem was never the model. The problem was the overhead.
The Camas Wealth Orchestrator℠ restructures the model: the same designed plan, the same accountable coordination, shared across client families instead of built for one.
Your team
Working from your goals, your assets and your tax picture, your Wealth Strategist designs a wealth plan that holds together as a whole: the blueprint every other professional on your team builds to.
The Wealth Strategist team is led by Rick Bailey (JD, MAcc, CFP®, Camas's founder and CEO), who has a hand in virtually every plan the firm designs.
Your primary contact: the one who manages and coordinates everything for you, day to day.
Your Wealth Orchestrator isn't a messenger between you and the experts. Wealth Orchestrators know the strategies your plan draws on, and they help develop the plan alongside your Wealth Strategist, so your plan gets two experienced planning minds, not one, before you ever see it.
Your Wealth Strategist and your Wealth Orchestrator present the plan to you together. Then your Wealth Orchestrator coordinates your specialists (your CPA, investment advisor, estate attorney, insurance professional, and lender) as the plan goes to work.
Your Wealth Orchestrator helps develop the plan; its design belongs to your Wealth Strategist. The split is deliberate: authorship sits apart from execution, so the plan your team builds to stays the plan that was designed.
A conversation to establish fit, then a structured session that captures everything: goals, family, business, what you want and what you need.
Strengths, gaps, opportunities and a recommendation set: two planning minds before you see a page.
They walk you through the plan together and answer everything. You decide whether to move forward.
Your team is assembled, keeping the professionals you already trust, and each specialist builds to the plan.
Quarterly reviews, deeper reviews with your Strategist, and coordination as life and tax law change.
The six pillars
Six disciplines your household already lives in: planned and reviewed as one. Where giving is part of your intent, philanthropic strategy runs through all six rather than sitting apart.
Where a plan calls for it, your Wealth Orchestrator brings in specialists (captive insurance, cost segregation, ESOPs, tax credits, trust services), managed the same way as everyone else on the team: to the plan.
The investment
Scales with complexity. A household with several businesses, extensive real estate or layered entities takes more design work than a straightforward one: the fee reflects the work, nothing else.
Coordination, quarterly reviews, and keeping the plan current as your life and the tax law change.
For scale: a traditional family office costs upwards of a million dollars a year to operate, and multi-family offices commonly carry $25,000–$150,000 annual minimums.
Investable assets of $800,000 and up, or annual household income of $300,000 and up.
That's the floor, not the profile: the point where coordination starts paying for itself. There is no ceiling: the more complex the picture, the harder this model works.
Close to those numbers but not over them? That's a case‑by‑case conversation. If the complexity is there, a discovery call is still worth your time.
A collaborative team of advisors built to help you grow, access, and protect your wealth: a Wealth Strategist who designs your plan, a Wealth Orchestrator who manages it day to day, and your specialists coordinated around it. It delivers the substance of a family office without the overhead that keeps traditional family offices out of reach.
A financial advisor is a good start, but no single advisor is an expert in tax planning, estate planning, risk management, lending and investments all at once. This is a coordinated team working from one plan, with one person accountable for keeping it coordinated.
A Wealth Strategist. The Wealth Strategist team is led by Rick Bailey (JD, MAcc, CFP®, Camas's founder and CEO), who has a hand in virtually every plan the firm designs. Your Wealth Orchestrator helps develop the plan alongside the Wealth Strategist, so two experienced planning minds work on it before you ever see it.
Your Wealth Orchestrator: your primary contact, who manages and coordinates everything for you day to day and oversees the whole engagement from the first conversation onward.
Usually, yes. Professionals you already have and trust are integrated into the team where they're a strong fit; vetted specialists are introduced where there are gaps. What changes isn't who you work with: it's that they finally work from the same plan.
A one-time setup fee starting at $5,000, depending on the complexity of your situation, and ongoing service of $495 per month. Both are a small fraction of what family‑office coordination has traditionally cost.
That's a case-by-case conversation. The thresholds mark where coordination reliably pays for itself, but complexity matters as much as size. If you're close, schedule the discovery call and we'll tell you honestly whether it fits.
The plan itself is typically designed, presented and finalized within the first 90 days. Implementation unfolds over six months to a year, and some strategies (multi‑year tax work, exit preparation) run longer by design.
That's the point of the ongoing engagement. Quarterly reviews with your Wealth Orchestrator catch the changes; deep reviews with your Wealth Strategist adjust the design when a major event calls for it.
A discovery call with a Wealth Orchestrator, at no cost, to work out whether this fits. On either side.
A conversation with a Wealth Orchestrator, at no cost. You'll leave knowing whether this model makes sense for your situation, and if it doesn't, we'll say so.
Schedule a discovery call