Your Wealth. In Order.
Bring the discipline of a Family Office to your personal portfolio.
Define Your Goals. Receive Your Allocation.
Personalized portfolio allocation across public and private markets, tailored to your unique objectives.
Your 24/7 Investment Committee.
TENET AI Agents continuously monitor your portfolio for tax events, liquidity needs, and rebalancing opportunities. You receive clear recommendations with full transparency.
While you sleep, they optimize. You stay in the driver seat all the time.
Built for the Long-term
Tools that understand the nuances of multi-generational wealth.
Monitoring & Rebalancing
Automated tracking with intelligent rebalancing recommendations.
Liquidity Planning
Predict capital calls, tax bills, and cash needs months in advance.
Inheritance Planning
Visual inheritance modeling. Pass on wealth, not taxes.
Scenario Lab
Stress test your portfolio against market scenarios.
Your Interests Come First
Transparent Pricing
No hidden charges, no surprise fees. You always know what you pay.
Conflict-Free
We don't sell products. Our only interest is your success.
You Stay in Control
Every action requires your approval. No surprises.
Common Questions
Yes. Your assets remain in your name at your chosen custodian. TENET provides recommendations and monitoring, but every action requires your explicit approval.
Robo-advisors offer basic portfolio management with limited customization. TENET provides comprehensive wealth oversight including tax optimization, liquidity planning, and access to private markets—the services typically reserved for family offices.
No hidden charges, no product commissions, no performance fees that incentivize unnecessary risk. We align our interests with yours.
Yes. TENET helps qualified investors access vetted private equity, venture capital, and real estate opportunities that are typically available only to institutional investors.
We work with clients across a range of portfolio sizes. Our goal is to make professional wealth management accessible to more investors.
TENET combines intelligent automation with human expertise. For complex decisions, you have access to our advisory team who can provide personalized guidance.
You've built something worth protecting. TENET gives you institutional-grade tools without giving up control.