Why Most Estate Plans Fail
More than 80% of wealthy families today are first-generation wealth creators (Harvard Business Review, March 2022). They often grew...
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Guidance for Significant, Multi-Generational Wealth
You need the highest level of support to navigate complex portfolios, philanthropy, and legacy planning. We provide integrated strategies and a dedicated team that aligns purpose and prosperity—preparing your heirs and what matters most.
Discover Our Private Wealth ApproachStewardship for Your Private Wealth
Navigate the Complexities of Significant Wealth
Cultivate Your Lasting Legacy
We help ensure your wealth continues to serve your purpose and loved ones across generations.
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Tailored Wealth Architecture
Customized strategies designed around your unique goals, values, and family priorities.
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Multi-Generational Legacy Planning
Protect and transfer wealth with clarity, preparing the next generation for a more abundant and productive life.
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Integrated Expert Collaboration
Access coordinated expertise across investments, insurance, tax, estate, and philanthropy, working seamlessly with all your advisors for optimal results.
Comprehensive Services for Complex Wealth
Strategies Designed for Your Distinct Financial Landscape
Significant wealth brings greater opportunity and complexity. From portfolio design to multi-generational planning, we integrate growth, preservation, and purpose—helping you cultivate prosperity that lasts for generations.
Prosperous Families
Integrated personal and family advisory to create greater connection, unity, and legacy.
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Family Governance
Strengthen family bonds and build clarity around shared values and vision.
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Estate Planning Strategies
Safeguard your family’s financial future while honoring its story.
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Philanthropic Planning
Turn giving into a shared family tradition that endures for generations.
Strategic Business Leaders
Build a bigger future for your business and family legacy.
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Business Succession Planning
Protect what you’ve built while preparing the next generation for success.
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C-Suite & Corporate Leaders
Tailored strategies for executives managing complex compensation, equity, and legacy goals.
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Business Liquidity Planning
Navigate growth, liquidity, and succession with confidence.
Astute Investors
Time to take your wealth to the next level.
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Transform Wealth into Impact
Turn financial success into a force for family and community.
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Private Investment Opportunities
Pursue unique opportunities that align with your vision for an abundant life.
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Tailored/Customized Portfolio Strategies
Not your plain model vanilla portfolio.
Your Private Wealth Journey
Our Partnership in Purpose
A Partnership Built on Trust and a Shared Vision for Your Future
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STEP 1 Comprehensive Financial Discovery
We gain a deep understanding of your entire financial picture, personal aspirations, and the legacy you envision.
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STEP 2 Tailored Wealth Architecture
Design an integrated wealth transfer plan that optimizes growth, minimizes tax burdens, and secures your multi-generational legacy.
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STEP 3 Expert Coordination
Execute your plan with precision across our experts, external teams, and your existing advisors.
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STEP 4 Proactive Guidance
Ongoing monitoring, strategic adjustments, and proactive advice to navigate evolving opportunities and challenges—providing continuous guidance throughout your journey.
Meet Your Private Wealth Team
A team of specialized experts who guide you each step of the way.
“I love creating tailored financial plans for clients, as it supports their goals and provides clarity for their future. It’s fulfilling to see clients gain confidence through a well-structured financial roadmap.”
Keith E. Prince, CFP®
Director of Financial Planning
Stay Informed. Stay Ahead.
Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.
The Fed’s Big Decision
After nine months of stale policy and murky economic reports, the Federal Reserve has resumed its rate cutting cycle. On Wednesday ...
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Summer 2025 Investor Letter
The long-forecasted recession predicted in recent years has not materialized and the resiliency of the U.S. economy has played out once again. The strength..
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Partner with HORAN Wealth to protect, grow, and guide your wealth for generations to come.
From Estate Plan to Legacy Plan: Building Family Trust, Purpose, and Prosperity
An estate plan protects assets — but a true legacy plan preserves your values, strengthens family unity, and empowers future generations. Learn how to align wealth with purpose and turn planning into stewardship that endures for decades.