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The Bespoke Wealth Operating System

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The Bespoke Wealth Operating System

Matt McClintock
Sune Hojgaard-Sorensen
Rob Larity, CFA
Lauren McClintock, MBA
Matt McClintock, Sune Hojgaard-Sorensen, Rob Larity, CFA & Lauren McClintock, MBA
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The Bespoke Wealth Operating System

A Wealth Operating System is a comprehensive alignment of wealth and meaning. It assesses wealth through four lenses: HOW to own, WHERE to own, and WHAT to own… all governed by WHY: the meaning and purpose behind wealth.



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Matt McClintock

Matt McClintock

Co-founder, Chief Executive Officer

Sune Hojgaard-Sorensen

Sune Hojgaard-Sorensen

President, Client Services & Asset Management

Rob Larity, CFA

Rob Larity, CFA

Chief Investment Officer

Lauren McClintock, MBA

Lauren McClintock, MBA

Chief Operating Officer & Chief Compliance Officer

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