Planning
- Comprehensive Financial Planning
- Investment Management
- Multi-generational Planning
- Alternative Investments
- Insurance & Risk Management
- Commercial & Consumer Credit Solutions
- Business Transition & Succession Planning
Family Office & Lifestyle Services
- Family Meetings, Education & Governance
- Philanthropy & Foundation Advising
- Private Aviation Consulting
- Fine Arts & Collections Management
- Identity Theft & Cyber Security
- Tailored Reporting for a full spectrum of assets
- Exclusive Signature Client Events
- Dedicated Senior-level Service Team
Your Trusted Partner in the Transition
At FourThought Private Wealth, we understand that relocating your wealth and life isn’t just a financial decision—it’s deeply personal. That’s why we’re here to simplify the process for you.
Our experienced team has helped countless individuals and families successfully transition to Florida, ensuring they avoid common pitfalls and maximize their financial opportunities.
Trusted Advisors for Multi-Generational Success
The FourThought Signature team brings decades of collective experience serving ultra-high-net-worth families with thoughtful, multi-generational financial planning and legacy stewardship. Comprised of Scott Pinkerton, Betsy Steiner, Joel Johnson, Larry Cuervo, Igor Didyk, and Carter Couchot, this group is dedicated to guiding enterprising families through the complexities of wealth with clarity, discretion, and proven expertise. With a focus on values-based planning and deep client relationships, the team helps clients manage complexity while aligning financial success with family purpose.
