Empowering Families, Building Legacies

Dedicated to guiding your family’s wealth journey with excellence, stewardship, and creativity.

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Our Core
Values

investment

Stewardship

Your wealth isn’t just managed—it’s carefully protected and grown for future generations.

EXCELLENCE

We combine deep insight and strategic thinking to help families navigate complexities, build wealth, and create a lasting impact.

Creativity

We develop innovative strategies that allow families to navigate complex financial landscapes effectively.

Our Services at a Glance

Our team is deeply committed to harmonizing the spiritual and physical dimensions of capital, crafting bespoke solutions that nurture both prosperity and purpose. Our elite team offers a full suite of services designed to safeguard and grow your family’s wealth, from tailored advisory strategies to the seamless formation and management of entities.
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Our Team

FOUNDER & CEO

Dr. Sarah Hadid

Partner Head of Banking & Deal Structuring

Garrett Everson

Partner
Head of Estate &
Succession Plannin

Alejandro Gutierrez

Partner
Head of Real Estate &
Asset Acquisitions

Alexandre Fraga

Advisor
Global Commodities Services

John Klein

Advisor Estate Planning

Olivia Sullivan

Partner
Head of Accounting

Tony Moria

Executive Administrative Assistant

Sitti Mansul

Advisor
Business Strategy & Development

Lena Jabel

Board Chairman

Ivan H. Howard

Our Team

Dr. Sarah Hadid

FOUNDER & CEO

Garrett Everson

Partner

Head of Banking & Deal Structuring

Alexandre Fraga

Partner

Head of Real Estate & Asset Acquisitions

Olivia Sullivan

Associate

Estate Planning & Tax

Sitti Mansul

Executive Administrative Assistant

Alejandro Gutierrez

Partner

Head of Estate & Succession Planning

John Klein

Advisor

Global Commodities Services

Tony Moria

Partner

Head of Accounting

Lena Jabel

Advisor

Business Strategy & Development

Ivan H. Howard

Board Chairman & Investment Advisor

Why Choose TMW Advisory ?

At TMW Advisory, we understand that wealth is about more than finances—it's about family, legacy, and purpose. By choosing us, you partner with a firm that shares your values and delivers bespoke solutions designed to protect and grow your wealth across generations, ensuring a legacy of excellence and impact.

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TMW’s 7 MAXIMS OF WEALTH

PUBLIC STRUCTURES

Law of Leverage

Law of Compound Interest

Law of Maximization

Law of Velocity of Money Principle

Law of Depreciation Value

Law of Business Capture & Passivity

Law of Protection

SOVEREIGN STRUCTURES

Law of Equity not Debt

Law of Justice in Trade

Law of Multiplication

Law of Redistribution

Law of Philanthropy

Law of Productivity over Hoarding

Law of Economic Rest Periods

our Global Presence

FrequentlY asked questions

TMW Advisory is a specialized service focused on providing tailored solutions for family wealth management. We assist in creating strategies for generational wealth preservation, tax efficiency, investment planning, and governance structures for both public and private wealth entities.
The “7 Maxims of Wealth” are foundational principles we use to guide families in building, preserving, and transferring wealth. These maxims cover areas such as legacy planning, sustainable investments, leveraging public and private structures, and cultivating stewardship for long-term prosperity.

Our services include:
• Comprehensive wealth management
• Tax and estate planning
• Investment strategy and portfolio
management
• Structuring public and private assets
• Succession planning and governance
• Philanthropy advisory
• Risk mitigation and asset protection

We specialize in creating tailored structures like trusts, foundations, and private investment vehicles. These are designed to optimize tax efficiency, ensure regulatory compliance, and align with the family’s long-term financial goals.
Public wealth structures involve assets managed through regulated markets or government programs, while private wealth structures, like trusts or family-owned businesses, offer more control and privacy. We assist families in combining both for optimal growth and security.
Yes, we specialize in creating comprehensive plans that ensure wealth is preserved, grown, and passed on across generations. This includes governance frameworks, educating future heirs, and establishing structures to prevent asset erosion.
We employ a holistic approach to identify, mitigate, and manage risks associated with wealth. This includes asset protection strategies, legal structuring, and diversification across industries, markets, and asset classes.
We help families match their giving goals with wealth management by setting up charitable trusts, foundations, or donor-advised funds, ensuring their donations align with personal values and tax efficiency.
TMW Advisory combines timeless wealth principles with modern financial strategies. Our “7 Maxims of Wealth” offer a unique framework that focuses on generational stewardship, sustainable growth, and legacy planning, tailored to your family’s needs.

A family office is a private organization that manages the financial, investment, and personal needs of a wealthy family or a small group of families. It provides tailored services, including tax planning, succession strategies, philanthropy, and lifestyle management, unlike traditional wealth management.

We assist high-net-worth individuals, families, and family-owned businesses with holistic solutions for managing and growing their wealth. Our clients focus on long-term planning, legacy building, and aligning their values with financial strategies.
We adhere to the highest standards of confidentiality and data security, employing advanced encryption and secure systems to safeguard your information. Additionally, our team operates under strict non-disclosure agreements to ensure your family’s privacy.
Yes, we have expertise in navigating the complexities of managing cross-border assets, international tax laws, and global investment opportunities. We assist families in optimizing their wealth strategies across multiple jurisdictions.
We offer a variety of lifestyle services tailored to our clients’ needs, including travel planning, luxury asset management (e.g., yachts, private jets), private education, and estate management, ensuring every aspect of your life aligns with your wealth strategy.

Reservations Office

Office Hours

Monday to Friday 9:00 am to 5:00 pm
For Emergencies

Quick Links

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Client Onboarding Policy

Disclosure Information

Intellectual Property Policy

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At TMW Advisory, our mission is to empower you to achieve abundant living through innovative and personalized wealth strategies.

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