655 Metro Place South, Suite 440 · Dublin, OH 43017
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Most families at this stage have four advisors who have never spoken to one another. This is the alternative: a single attorney-led team that owns the whole picture, and answers for all of it.
Why this exists
For more than two decades, Greg DuPont practiced as an estate planning, tax, and probate attorney — long before this firm existed.
In those years, he watched it happen again and again: families losing ground not because their estate plan was flawed, but because it was never aligned with their financial plan. Two documents. Two advisors. No coordination between them.
One case made him draw the line. It was a trust dispute. The family had estate planning documents. They had financial advisors. What they didn’t have was a single professional they trusted to coordinate the plan — someone accountable for how the pieces fit together. Watching that family lose hundreds of thousands of dollars because nobody owned that job, Greg said: no more, not if I can help it.
That case put him on the path to building this firm — one where a single advisor owns the whole plan, so nothing gets lost in the gap between the documents and the dollars.
What that means in practice
Where silos cost money
None of these are exotic. All four are ordinary, all four are invisible while they are happening, and all four are only discovered by the family, usually at the worst possible moment.
01
The attorney drafts it and it gets signed. Nobody re-titles the accounts into it. It sits empty, the estate goes through probate anyway, and the family pays for a document that did exactly nothing it was bought to do.
02
Between the last paycheck and the first required withdrawal there are years when taxable income is unusually low. An advisor who does not do tax planning has no reason to notice them. They close on a schedule and they do not reopen.
03
A designation filled in decades ago beats whatever the will says today. When no single person reviews both documents, the money goes where an old form points: sometimes to an ex-spouse, sometimes to a minor, sometimes straight into probate.
04
A long-term care need arrives and the plan has no answer, because the person managing the portfolio and the person handling protection never compared notes. The money then gets spent in the most expensive possible order.
Every one of the four sits in the space between two advisors. That is why the answer is not a better advisor. It is one fewer gap.
Under one roof
Four disciplines, four entities, one person accountable for how they fit together. Naming them individually matters. An “integrated approach” that cannot tell you who drafts the trust is not integrated.
Trusts, directives and powers of attorney, drafted by the same firm that watches the money.
Multi-year planning, not just this April’s return. Conversion windows modeled before they close.
Long-term care and life cover as risk transfer, chosen from the whole market rather than one shelf.
Blue Ocean Insurance
Positioned for the income you now need, not the growth you no longer have time to chase.
Advocate Wealth Solutions
All four are firms Gregory S. DuPont founded. That is deliberate: a referral network hands your file to someone whose fee does not depend on the rest of the plan working. This does not.
Plain answers
A family office is a single team that coordinates every financial discipline for one household rather than selling one of them. At Advocate Wealth Solutions that means law, tax, insurance and investment run by one attorney-led group, so the estate plan, the tax plan and the portfolio are built against each other instead of in four separate rooms.
A referral relationship still leaves each professional responsible for their own piece. Gregory S. DuPont holds both a Juris Doctor and the CERTIFIED FINANCIAL PLANNER™ certification, and the firm includes estate planning attorneys alongside financial service professionals, so the legal side and the money side are decided together, by people who answer for the whole outcome.
No. The Clarity Map Session is a review, not a transfer. It shows you where your income, taxes and estate documents actually stand. What you do with that is a separate decision, and we quote any work that follows before it starts.
The traditional single-family office was. This one is built for families at or near retirement who have finished saving and hold tax-deferred accounts with a future tax bill attached. The coordination problem is the same at every size; it just costs a household more, proportionally, at the smaller end.
Start here
Start with a Clarity Map Session. It shows you where your income, your future tax bill and your estate documents stand today, and it costs nothing either way.
30 minutes · No cost · No obligation
