Est. 2025 · Hingham, MA · Portsmouth, NH
"TOC-23"
Integrity | Humility | Agility | Alignment | Initiative
Named in honor of General James Oglethorpe — founder and defender of the Colony of Georgia — TOC-23 draws inspiration from his contrarian leadership and asymmetric tactics that succeeded against much larger foes. We embrace the advantages of being a significantly smaller force.
What We Do
One-Size-Fits-One
We don't seek to fit you into our business model. We build a business model around your unique situation. No cookie-cutter models. We integrate with your current service providers or recommend specialists for the most efficient, cost-effective solutions for your family.
Actively Managed Family Plan
Managing substantial wealth means coordinating dozens of professionals, accounts, entities, and decisions. Most families cobble this together themselves — and most plans are set and left to drift. TOC-23 serves as the central hub: one team that sees the full picture and actively manages every dimension of your financial life.
TOC-Talk
New Year, New Tax Laws, New Opportunities. The OBBBA introduces significant changes to the estate and gift tax landscape — here's what UHNW families need to know and act on now.
Read More →Coming Soon
More perspectives
from the TOC-23 team
Get in Touch
TOC-23 partners with families whose wealth and familial situations have become complicated and overly burdensome. If that sounds familiar, we'd welcome a conversation.
