07/15/2026
How many advisors does a wealthy family need? According to a survey covered by InvestmentNews — most have several. 67% of America's wealthiest families work with multiple advisors. But here's the number that matters: only 46% are satisfied with how those advisors actually talk to each other.
A wealth manager, an attorney, an accountant... and no one coordinating the whole picture.
At 12 Stones Capital Partners, that's the seat we take for the families we serve — guiding the tax, estate, and business succession conversations, not just managing investments. Because the biggest impact usually hides in the things nobody was looking at: estate documents that haven't been updated in years, entity structures that stopped fitting, succession plans that were never written down.
Our founder Jay Young says it simply: "Assets get managed. Families get guided. There's a difference."
Faithful stewardship, generation to generation.
Source: InvestmentNews. Educational commentary only — every family's situation is different. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 12 Stones Capital Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
