Your Business Success.
Your Wealth Legacy.
One Integrated Partner.
We help business owners maximize company value while building lasting personal wealth and living life intentionally.
Most wealth advisors treat your business like a line item.
We treat it like what it is: the engine of your wealth creation.
The Problem
50% of US wealth is held in private businesses. 70% of business owners’ wealth is tied to their companies.
Yet traditional wealth management focuses on stocks and bonds, leaving business owners with fragmented advice from multiple advisors who don’t coordinate.
We built Panoramic to solve this.
Who We Serve
Business owners
Planning for eventual transition ($1M-$10M+ EBITDA)
Growth-stage founders
Needing integrated business and wealth planning
Family businesses
Navigating succession and legacy planning
Successful entrepreneurs
Seeking sophisticated wealth management
How We Help
Business Consulting
Maximize enterprise value through our NorthStar Value Creation System
- COMPASS Score assessment of your transition readiness
- Value driver analysis to identify the 2-3 levers that matter most
- Strategic planning and execution with clear accountability
- Transaction preparation for maximum value
Wealth Management
Build lasting wealth beyond your business
- Private market access (PE, real estate, credit)
- Tax-aware strategies and direct indexing
- Risk management and diversification
Transaction Advisory
Navigate business transitions with expertise
- Exit strategy development
- Investment banking coordination
- Deal process management
Estate & Tax Planning
Maximize after-tax wealth transfer
- Advanced estate planning structures
- Business succession strategies
- Multi-generational planning
Transparent Pricing
For emerging business owners:
- • Business consulting & financial planning: $2,000/month
- • Reduces to $1,000/month when assets reach $1M
- • Eliminated when managed assets reach $2M
For established wealth:
- • Grid-based assets under management fee schedule
- • Decreases as assets increase
- • No fees on unmanaged assets or cash reserves
All pricing includes complete Personal CFO service: business consulting, investment management, financial planning, and advisory coordination.
Proven Experience
Real-world expertise across $3.5B+ in transactions
Taylor Gentry
Investment banking, private equity, CFO experience
Nick Hubert
10+ years wealth advisory, real estate development
Andrew Carter
30+ years serving business owners, Forbes-recognized
We’ve been business owners ourselves. This experience shapes everything we do.
Ready to Get Started?
Take the COMPASS Score
10-minute assessment of your business transition readiness
Completely confidential, includes consultation to review results
Schedule a Consultation
Speak directly with our team about your situation
No sales pressure, just valuable insights
Questions? (503) 937-7420 | info@panoramiccp.com