Description of our Firm
1776 Wealth LLC is a privately owned company, headquartered in Sandy Springs, Georgia. Sean O'Toole and Deanna Suarez founded the firm in 2017 to leverage their talents and expertise through a business devoted to serving our clients. We named our company 1776 Wealth in respect to the first publishing of Adam Smith's collected works The Wealth of Nations, which was published in 1776 and whose theory and adoption has been the foundation of wealth creation for both individuals and companies and even countries.
The extended team behind 1776 Wealth LLC serve the complex and unique needs of Entrepreneurs, Executives and their Families. We provide a full suite of integrated and tailored wealth management and financial services to a limited number of clientele.
We operate as an independent fiduciary, meaning our clients engage 1776 Wealth LLC as their advisor whom acts only in their best interest.
Description of Our Services
We recognize that our "High Net Work" (and Worth) clients need more than investment management of a stock portfolio and a financial plan with a few projections. Internally and through our extended team we offer family office and wealth planning services designed to help our clients maximize their wealth however it is held and developed.
Our family office and wealth planning services may include, but are not limited to:
- Holistic Balance Sheet and Income Statements
- Bookkeeping
- Private Company Board Governance support
- Equity Plan analysis
- Captive Insurance Arrangements
- Private Placement Life Insurance
- Filing for incorporations of business and family entities
- Installation of Defined Benefit and Defined Contribution plan
- Family Continuity and "Affluenza" mitigation
- Estate Planning and Trustee Oversight
- Integrated Tax and Financial Planning
- Lifestyle Management
- Family Philanthropy design and implementation
- Risk Mitigation and Risk Management
- Third-Party Coordination (i.e. attorneys and CPAs)
