Alex Opoulos life and career changed forever when he jumped in to help his Mom put the financial pieces together after his father’s sudden passing. Quickly realizing that many of the financial and legal pieces were incoherent, Alex began the process of putting them together in a comprehensive and organized manner. A framework to make financial decisions that supported the life his Mom wanted to create. That early experience continues to shape and underscore his belief that a holistic, comprehensive approach best serves the financial complexities individuals and families confront. Intensely curious about economics, geopolitics, and design, a self-described “math geek,” adoring husband and