The Firm-to-Family® Difference
One advisor can't know everything. Discover how Gatewood does it differently and what happens when your family becomes a client of the entire firm.
The Firm-to-Family® Model
Firm-to-Family® is Gatewood's service model. Rather than working with one advisor, your family becomes a client of the entire firm — including the specialists who handle the more nuanced areas like tax, investments and more.
That means your plan doesn't depend on one advisor knowing everything, isn't scattered across several outside companies, and doesn't require you to keep everyone informed. Your specialists work under one model, with a shared understanding of your plan and a coordinated approach to it.
The difference shows up in coordination. When a tax decision affects your estate plan, the person who built the plan and the person filing the return are colleagues, not strangers.
It also shows up in continuity. Your relationship doesn't depend on one person's calendar or career decisions.
Other Advisors
Every conversation about the plan runs through you.
Gatewood
You talk to one advisor. The specialists work behind them.
What Firm-to-Family® Means For You
Your Priorities at the Center
We start with what matters to you and your family, both personally and professionally, and build every recommendation in your plan around your priorities rather than around a product, a referral relationship, or a commission check.
Prepared for Life's Key Moments
Your plan accounts for the moments you anticipate and the ones you can't. And because your whole team already works together, when the unexpected happens, we can adjust every layer of the plan at a moment's notice.
Everyone Impacted in One Room
We invite the people you care about most into the process — your spouse, your children, your parents, your business partners. It matters to us that the people your decisions will eventually affect understand the plan before they have to act on it.
Built to Endure for Generations
Your advice comes from the firm, not from someone's personal philosophy. So when your team changes — and over enough years it will — the strategy behind it remains. That consistency is what allows the care we provide to endure for generations.
Your Client Care Team
We've developed a true ensemble structure in which all teams work under the same roof to care for our clients consistently and to the same standard. Every family and business we work with has a dedicated team of professionals, supported by specialists in tax, investments, and accounting.
-
Wealth Advisor
Relationship Accountable for the quality of your whole experience with the firm, and for the oversight of your plan.
Wealth Planner
Planning Builds and maintains the plan itself — cash flow, goal funding, insurance needs — and decides when to bring in a specialist.
Wealth Coordinator
Administration Puts decisions about your plan into motion, including account changes, transfers, and the follow-up actions after each meeting.
-
Portfolio Manager
Strategy Sets the models your portfolio is built from and directs the firm's investment strategy as markets change.
Investment Analyst
Research Researches new holdings and monitors what you already own, flagging anything the committee needs to act on.
Investment Strategy Assistant
Execution Makes trades and changes across accounts, so a decision made this week isn't still sitting in a queue next month.
-
Plan Consultant
Design Curates plans around what you're trying to accomplish, educates your employees on their options and meets with them when they need extra support.
Plan Administrative Specialist
Oversight Handles the reviews, documentation, and fiduciary obligations that come with sponsoring a plan each year.
-
Tax Specialist
Strategy Informs the team and sets the strategy before the year closes, while there's still time to act on it.
Tax Associate
Filing Prepares the personal and business tax returns alongside the same team that shaped the strategy.
Accounting Specialist
Bookkeeping Provides hands-on bookkeeping, payroll support, and CFO services for business owners.
Wealth Advisor
Relationship Accountable for the quality of your whole experience with the firm, and for the oversight of your plan.
Wealth Planner
Planning Builds and maintains the plan itself — cash flow, goal funding, insurance needs — and decides when to bring in a specialist.
Wealth Coordinator
Administration Puts decisions about your plan into motion, including account changes, transfers, and the follow-up actions after each meeting.
Portfolio Manager
Strategy Sets the models your portfolio is built from and directs the firm's investment strategy as markets change.
Investment Analyst
Research Researches new holdings and monitors what you already own, flagging anything the committee needs to act on.
Investment Strategy Assistant
Execution Makes trades and changes across accounts, so a decision made this week isn't still sitting in a queue next month.
Plan Consultant
Design Curates plans around what you're trying to accomplish, educates your employees on their options and meets with them when they need extra support.
Plan Administrative Specialist
Oversight Handles the reviews, documentation, and fiduciary obligations that come with sponsoring a plan each year.
Tax Specialist
Strategy Informs the team and sets the strategy before the year closes, while there's still time to act on it.
Tax Associate
Filing Prepares the personal and business tax returns alongside the same team that shaped the strategy.
Accounting Specialist
Bookkeeping Provides hands-on bookkeeping, payroll support, and CFO services for business owners.
Frequently Asked Questions
One advisor owns your relationship and remains your first point of contact. Specialists are brought into the plan when your situation calls for a more technical recommendation.
Any member of your Client Care Team. You will never be asked to work out which department handles what or who to call — routing the question internally is our job, not yours.
Financial planning, investment management, and coordination across tax, estate, and insurance are covered by the same advisory fee.
Fees related to tax return preparation through Gatewood Tax and Accounting are billed separately, and you will always see that in writing before any work begins.
Your plan, your history, and the specialists who built it stay in place. Because your family is a client of the firm rather than a client of one advisor, continuity doesn't depend on any one person's career decisions. That is the reason the model exists.
Let's Build Your Wealth With Purpose
With expertise and care, we're here to build a personalized plan for wealth that instills confidence for all of life’s key moments. Schedule a conversation with our team today.