One Firm. Two Paths. One Standard of Excellence.
About the Firm
An Independent Firm. An Integrated Standard.
Intellivisor Family Office is an independent, integrated financial planning firm built for two distinct audiences: financial advisors seeking a scalable growth platform, and private clients navigating complex wealth decisions. We combine proprietary advisor technology, institutional-grade investment management, and sophisticated tax and estate planning under one cohesive umbrella. Our philosophy is simple: deliver institutional-quality thinking to those who demand more than conventional wealth management.
Platform Overview
Two Paths. One Standard.
For Advisors
The Advisor Growth Platform
- Proprietary Advisor Technology
- Outsourced CIO
- Advanced Tax Planning Integration
- Estate Planning Collaboration
- Built-in Client Acquisition Engine
For Private Clients
The Family Office Experience
- Investment Management
- Tax Optimization & Capital Gains Mitigation
- Estate & Legacy Planning
- Exit Planning for Business Owners
- Retirement Income Design
The Team
Leadership
Bryce Hamilton
Managing Partner, Strategy & Growth
Drives advisor platform development and business expansion strategy. Bryce architects the systems that allow partner advisors to scale their practices through Intellivisor's built-in growth infrastructure.
Marc Rogers
Partner, Insurance & Risk
Specialist in risk architecture, insurance design, and asset protection strategies. Marc ensures clients and advisors have access to institutional-grade risk solutions tailored to complex financial situations.