A family Office committed to growth & human flourishing.
We envision partnering with you to scale your business to new heights.
Our Services
Family office services
Recurring Accounting Services
Financial Analysis & Modeling
Consulting Services
Our Goal
Our goal is to simplify your world and provide the expertise needed to allow you to make financially informed decisions. Starting a business is hard and growing that business into something you are proud of is something we strive to help you accomplish. We would like to help you achieve your vision/dream/strategy by creating an accounting environment that runs like a well-oiled machine.
Our Companies
GreenTree Asset Mgmt.
Growing communities through real estate investment.
Trek Partners ATX
Business investment that unlocks your potential.
Imago Coaching
Executive coaching to help you love your work again.