LEGACY FOR THE FUTURE

  • sunset over open water
  • father and son silhouette
  • birds flying into sunset with lighthouse on horizon

Our Services

  • Business Advising

    Business Advising

    It all begins with an idea. Maybe you want to launch a business, or you’ve hit a plateau and need a fresh look. We can help.

  • Project Managment

    Project Managment

    Time is valuable. To ensure success, you may need an extra pair of hands, feet or eyes on your project. We’re the boots on the ground.

  • Legacy Building

    Legacy Building

    Legacy is built in the present but shapes the future. Let’s build a strong foundation for the next generation together.

  • Asset Management

    Asset Management

    When you’ve worked as hard as we have, protecting assets becomes second nature. You don’t know what you don’t know. Trust us.

Ready to Build Your Legacy?

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. We are here to help you build a legacy for the future.

Our Team

  • Consultants

    Consultants

    business advice on demand

  • project managers

    Project Managers

    when and where you need it

  • Legacy Planners

    Legacy Planners

    plan future foundations

  • Asset Managers

    Asset Managers

    protect what you built

What Our Clients Say

  • "The team made sure our entity was structured according to our long term business goals. We know we're set up for success!"

    New Business Owner

  • "Our project is moving better than expected. Outsourcing a project manager gave us the extra time we needed without breaking our budget. We can’t imagine scaling without the extra help."

    Project Management Client

  • "Planning for our family's future is an absolute pleasure. The team’s attention to detail really makes our vision come to light."

    Legacy Planning Client

  • "I know I made the right decision when I chose BOI to manage my assets. My assets are structured and protected for a lifetime.

    Asset Management Client