Cory Neumiller
Founder and President of Alterity Wealth Management. Cory leads personal affairs, wealth strategy and coordination across the family's professional advisors.
Everything connected. Nothing left on your desk.
Clarity.
Order.
Legacy.
A private office that connects direction, expertise and execution for families and the businesses they've built.
The problem
Nobody holds the middle.
The same six functions are already running your life. They're spread across advisors, an assistant and your own calendar. Some of them have never been named, so they've never been assigned.
Every circle belongs to someone. The space between them belongs to no one. So it lands on you.
You became the connective tissue. That's the job nobody named, and it costs you the capacity that success was supposed to buy.
Great advice still needs an operating system.
How it works
One number to call. One plan behind it.
Alterity connects direction, expertise and execution. The Client keeps every decision that matters, and every Contributor keeps their specialized role.
The desired experience
“Get it handled.”
Client
Sets direction, makes the calls, keeps the authority.
Manager
Alterity runs priorities, coordinates Contributors, tracks execution and reports back.
Contributor
Brings the specialized expertise, recommendations and work.
Your advisors stay.
What changes is that they're finally working from the same page.
What we do
Our job is the space between.
Six functions run the office. The cracks between them are where decisions stall and deadlines pass. The circles are the work. The field between them is the job nobody named. The one you've been trying to do yourself.
Alignment is key, and your why is worth more than your how. We get to the why so we can handle the how.
We stand with you in the middle of them.
Vision on top, execution underneath, both pillars held by one office.
Legacy lives here.
The engagement
It starts with seeing the whole thing.
Every engagement moves the same way. From what's true today to what you're driving toward.
- 01
Discovery & Analysis
Identity, vision, priorities, current reality and the advisors already in place.
- 02
The Alterity Blueprint™
Findings, risks, opportunities, who owns what and the roadmap that connects them.
- 03
Private Office Management
Implementation, Contributor coordination, accountability and reporting.
A plan is delivered. A system is operated.
Most firms build the plan, hand it over, and invoice. Their finish line is your starting line.
We stay. Implementation, adjustments, reworks, integration. The system runs, or we're not done.
Your advisors
You already have a team.
Nine disciplines, around seventy seats. Transactional seats do the work when asked. Strategic seats see it coming.
| Discipline | Transactional | Strategic |
|---|---|---|
| Legal | Corporate and contracts · Transaction · Real estate · Litigation · Employment · Marital | Estate planning · Trust and fiduciary · Tax counsel · Cross-border |
| Tax and accounting | Bookkeeper · Controller · Business CPA · Personal tax CPA · Quality of earnings · Forensic | Tax strategist · State and local · International · Fractional CFO · Valuation |
| Investment and banking | Portfolio manager · Private banker · Commercial banker · Investment banker · Custodian · Corporate trustee | Financial planner · Private markets · Real estate investment |
| Insurance and risk | Commercial property and casualty · Personal lines · Life and disability · Long-term care · Key person · Directors and officers · Cyber · Claims advocate | Risk advisor · Captive and actuarial |
| Business operations and talent | Executive recruiter · Managed IT · Marketing agency · Sales consultant · Exit consultant · Accounting agency | Operations consultant · Leadership coach · HR and people · Compensation · Brand strategist · Cybersecurity · Exit planning · Board and advisory board |
| Property and physical assets | Residential broker · Commercial broker · Property manager · Architect · Builder · Project manager · Aviation · Marine · Appraiser · Auction house | Art and collections advisor |
| Family, health and household | Household staffing · Estate manager · Concierge and travel · Care manager · Health advocate | Family governance · Family business advisor · Family dynamics · Educational consultant · Security consultant |
| Philanthropy and legacy | Foundation administrator · Donor advised fund · Grants manager · Archivist | Philanthropic advisor |
| The office itself | Executive assistant · Bill-pay · Technology provider · Digitization · Records | Chief of staff · Family office executive |
Most families have filled the left column.
The right one is where we start.
Who we are
A private office built around your family.
One relationship. Two people who've sat on both sides of this. A trusted bench of Contributors behind them.
Jen Eckhardt
Founder and President of Entrepreneurial Freedom. Jen leads business affairs, enterprise priorities and strategy across the family's holdings.
Your advisors almost always welcome this. It removes coordination work they were never paid to do.
How we're paid
You pay the office a fee. The advisors you already have are welcome in it, and if they bill you for meeting time beyond their normal scope, that's between you and them. We take nothing from it. On the rare occasion you decide a seat needs filling, we run the search, you contract your choice directly, and the advisor pays us a referral fee for the placement.
Alterity Private Office is a joint venture of Alterity Wealth Management and Entrepreneurial Freedom LLC.
The first conversation isn't a pitch.
We ask what matters, where things pile up, and whether a private office would give you back real capacity. Thirty minutes, no charge.
Let's begin with clarity.
Schedule a consultation