Independent by Design
We are not tied to proprietary products or any one investment management company.
Independent · Fiduciary · Purpose-Driven
We help families plant capital today to harvest impact for generations.
An independent wealth platform that partners with leading institutional money managers to deliver clarity, confidence and a plan that reflects what matters most.
Led by Mark Calla · CPA, CA · CLU
Fiduciary by Duty
We act in your best interest, always — aligning with your values and goals.
Institutional in Reach
We partner with best-in-class institutional money managers through a rigorous due diligence process.
Focused on Planning
Plan first. Plan only. Then — and only then — consider the solutions.
Built on due diligence. Designed for independence.
Before building our platform, we conducted extensive due diligence on investment partners, strategies and service providers — evaluating their expertise, transparency and alignment with our clients' long-term interests. This is how we deliver objective advice and lasting impact.
Our offerings
Institutional range, pointed at one family.
Wealth Solutions
Coordinated strategies built around the plan, implemented through licensed institutional managers.
Book the meetingRisk Management Solutions
Protection structured around what the family actually carries, not around a product shelf.
Book the meetingPhilanthropic
Giving that is planned, coordinated and tax-aware — harvesting impact, not just capital.
Book the meetingPlanning
Tax, retirement, estate and protection coordinated inside one Family Tree Plan.
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