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Optimizing wealth for high impact people

A family office built around you.
Design and build your own Family Office for your needs.

$1.3B

Assets Under Management

500+

Families Impacted

20+

Professionals & Advisors

​What do we do?

Integrated Team

Have your investment advisor, accountant, and attorney all in the same room on the same team.

Liquidity Prep

Are you nearing liquidity? A year out we start helping prepare for liquidity and optimize the transaction.

Founder Support

Building a business? Our team helps you navigate what that growth means for you and your family.

Who do we work with?

Founders

Owners

Executives

Legacy Builders

Advice from experienced professionals

Chris Bean

Advisor & Partner, CPA

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Amanda Dixon

Associate, MBA, CRPC

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Douglas Bean

Advisor & Partner, CFP®

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Eric Penz

Senior Advisor

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Wes Jensen

Advisor, CPFA, AIF®

How can we serve you?

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Book a call with our team of professionals today!

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Seattle Office

16880 NE 79th St  Redmond, WA 98052

Salt Lake Office

12459 S 300 E Suite 101

Draper, UT 84020

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

Seattle Office

16880 NE 79th St

Redmond, WA 98052

Salt Lake Office

12459 S 300 E Suite 101

Draper, UT 84020

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

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