Occular’s private client practice serves families whose holdings have outgrown their own legibility: operating businesses, real estate, trusts, and investments spread across entities and advisors, with no single place that holds the whole picture.

We build that picture. A structured, current view of everything you own, owe, and guarantee, drawn from documents you already have. Engagements begin with a fixed-scope program of 30 to 60 days that delivers an entity map, a net worth statement, a liability schedule, a cash location map, and a findings list. Families who want the picture kept current and acted on can engage Occular on an ongoing basis.

We do not manage investments, take custody of assets, or charge a percentage of wealth.

Occular does not publish client work. References are available through introduction.

Cameron Henrion, Founder – Cameron@occular.co