About Lake House

Built for the
moments that matter
— not the middle.

The Idea Behind Lake House

After a decade at Merrill Lynch and JPMorgan, I saw a pattern I couldn't unsee; the most consequenctial financial decisions of an executive's career were navigated with the same generalist advisor who handled the long, calm middle. The window when planning matters most was the window most advisors were least equipped for.

We work with senior executives and their families anchored in the Philadelphia-Princeton corridor and serving leaders across the country virtually.

We work with a deliberatly small number of executive families at a time. Every relationship gets the full firm.

Why Independence Matters

No proprietary products. No sales quotas. No bank conflicts.

Fiduciary by structure

We custody at independent platforms — Schwab, Fidelity, and Raymond James. The advice is fiduciary, and it accounts for the whole picture — not one product at a time. It's the structural difference between an advisor paid to sell something and one whose only incentive is your outcome.

The platform behind us

Lake House is backed by the institutional infrastructure of MGO One Seven — regulatory oversight, custody, and reporting. That's the platform beneath us; the advice, the judgment, and the relationship are entirely ours.

Institutional Depth - Alta Vera Connection

Chris also serves as the Co-Founder and COO of Alta Vera Global Capital Advisors - an independent platform headquarted in Miami, backed by Merchant Investment Management, serving ultra-high-net-worth families and breakaway advisors nationwide.

For Lake House clients it means depth of rsources - private credit, direct indexing, alternatives and family ofice coordination - brought through a personal relationship

Two firms. Two roles. One philosophy: independent, specialized, built fo what the moment requires.

A closing note.

If your company is being acquired, your equity is vesting, or you're three to seven years from a transition - the conversation should change with it.

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