Intentional Wealth
818 is an invite-only community of families who believe wealth is a responsibility.
We seek to serve a limited number of families who want disciplined coordination, proactive tax strategy, and long-term alignment within a structure built for generational stewardship.
At a certain level of wealth, conventional advisory models begin to feel insufficient. Advisors operate in silos. Strategies are technically sound but disconnected. Conversations rarely extend beyond performance.
What is often missing is alignment — alignment in philosophy, coordination, and long-term perspective. 818 was built to address that gap.
It requires:
- Integrated tax strategy across income, capital gains, and estate exposure
- Coordinated oversight across advisors, entities, and liquidity
Institutional-level investment discipline - Operational execution that seeks to reduce friction
- Governance thinking that extends across generations
For families with substantial assets, tax efficiency is not an afterthought. It is structural.
818 integrates tax-aware strategy directly into portfolio oversight, liquidity planning, and estate coordination. Designed to help support the preservation and disciplined multiplication of capital across generations.
Wealth can be isolating. Few people understand the decisions and tradeoffs that come with it. 818 is intentionally limited in size and introduced through trusted relationships. Families within the community often find value in shared conversations around stewardship, opportunity, philanthropy, and enterprise.
Each family within 818 is supported by:
- A dedicated Family Office Architect
- Integrated tax-strategic investment oversight
- Advanced planning coordination
- Concierge-level operational execution
- Centralized communication across advisors
The family office serves the community by creating clarity, discipline, and continuity.
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© 2026 – 818 FAMILY OFFICE. ALL RIGHTS RESERVED.
Investment advisory services are provided through 818 Family Office LLC, an SEC investment adviser. Registration does not imply a certain level of skill or training. Information about 818 Family Office LLC, including its services and fees, can be found in its Form ADV Part 2A and other disclosures, available upon request or visit https://adviserinfo.sec.gov/firm/summary/339082
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.
This website is for informational purposes only and is not an offer to sell, or a solicitation of an offer to buy, any security or investment product. Any offering, if made, will be made only to eligible persons through definitive offering documents and in accordance with applicable law.
818 Family Office LLC, does not provide tax or legal advice. Any references to tax strategy, estate planning, trusts, or legal structures are general in nature. You should consult your own CPA/tax advisor and attorney regarding your specific circumstances before implementing any strategy.
818 Family Office LLC, may coordinate and help oversee planning and execution across a client’s existing professional relationships. However, 818 does not control or assume responsibility for the advice, work product, or services provided by unaffiliated third-party professionals (including attorneys, CPAs, trustees, insurance professionals, or other advisers). Clients remain responsible for selecting and directing their independent providers.
Private investments and alternative strategies may involve substantial risk and may not be suitable for all investors. These investments can be illiquid, may have limited redemption features, may use leverage, may be subject to valuation uncertainty, and may involve complex tax reporting (including K-1s) and higher fees and expenses. Investors may be required to meet eligibility standards (e.g., accredited investor or qualified purchaser requirements)