Tecolote Advisory has a value-based approach to legacy planning that combines wealth advisory with family advisory. We are collaborative and work with families to integrate personal issues with outside expertise.
We offer strategic advice on
Family Governance
Develop customized governance structures to ensure clear decision-making processes, conflict resolution, and leadership continuity across generations.Estate and Succession Planning
Provide strategic guidance to facilitate smooth transitions of wealth and leadership, ensuring that family values and long-term goals are upheld through each generation.Leadership Development
Equip family members with the skills needed to effectively manage wealth, navigate family dynamics, and lead with purpose.Wealth Mentoring
Foster healthy relationships with wealth across all generations, empowering individuals to contribute meaningfully and lead fulfilled lives. Our mentoring approach helps develop key skills like growth mindset, grit, and strengths-based leadership.Intergenerational Dialogue
Facilitate open conversations across generations to ensure shared values, smooth transitions, and alignment in wealth stewardship and family governance.Philanthropy and Impact
Guide families in defining and achieving philanthropic goals that reflect their values, with a focus on creating meaningful and measurable impact.Art Estate Planning (in collaboration with Cadell)
Provide specialized advice on managing and preserving art collections, integrating them into estate planning for long-term legacy preservation.Financial Planning (in collaboration with Corecam Private Office)
Develop tailored financial strategies that align with clients’ long-term objectives, covering cash flow management, risk mitigation, and investment planning.
Benefits for clients include
Holistic Understanding of Wealth
Gain clarity on financial and non-financial assets, ensuring alignment with family values.Strategic Clarity
Clear, actionable guidance for wealth management and family dynamics, fostering confident decision-making.Enhanced Confidence and Communication
Build greater confidence in engaging with family, external advisors, and in making complex wealth decisions.Tailored, Independent Advice
Receive objective and personalized advice focused on your best interests and long-term goals.
All services are objective and independent, focused on the client’s best interest.
Testimonials
“Thank you so much for the incredibly helpful and inspiring conversation… For so long I have had a strange mental block about finance, seeing it as an unapproachable realm filled with men in suits that I didn’t understand, and whom I assumed thought I was ignorant and uninterested. I am going to make sure that my children don’t wait till they’re in their forties to try and make sense of a world that although may feel foreign isn’t as impenetrable as it may seem.”
(November, 2022)
“Your insights and constructive session were truly valuable, and the audience were thoroughly engaged throughout and enjoyed participating with their own thoughts. In all of the workshops I have been at I have not seen one with such high levels of engagement and participation. Your passion to support your peers through their journeys was delivered so eloquently and in such an approachable way. Thank you.”
(May, 2023)
“Marina’s professionalism, cool headedness and easy way helped give us the tools to navigate our leadership transition. She helped each one of us to see, and appreciate, the other’s point of view.”
(June, 2023)
In collaboration with
