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High Net Worth Financial Planning for Complex Financial Lives.
Structured wealth planning built for complexity, powered by Taurion™,
the decision intelligence platform.
Not sure where to begin? Start here →
We focus on Clarity-Based Financial System Design - not Static Plans.
Because disconnected advice breaks when it matters.
Most people already have advisors, but their advice isn’t coordinated when life changes. Palatino helps you see where financial decisions connect, so you can reduce stress and make confident decisions when it matters most.
Designed for People with Real Complexity.
Wealth Preservation Strategy for Business Owners.
A wealth preservation strategy for business owners coordinates company cash flow, personal balance sheet exposure, tax structure, and risk protection into a unified financial framework.
We protect owner income, reduce concentration risk, and align reinvestment, succession, and exit timing with long-term capital preservation, so business success translates into durable personal wealth.
Income Security Planning for High Net Worth Families.
Income Security Planning integrates portfolio distributions, business cash flow, liquidity reserves, insurance protection, and debt structure into a coordinated system designed to sustain lifestyle and obligations under varying conditions.
The focus is on predictable income durability - protecting against market drawdowns, health events, liquidity gaps, and sequencing risk, so wealth supports long-term stability across generations.
Financial Planning For Real Estate Investors and Sponsors.
A financial strategy that integrates property performance, personal balance sheet exposure, and capital timing into one coordinated framework.
The focus is not only to maximize IRR, but also to protect sponsor income, manage downside volatility, and align refinancing, tax events, and exits with long-term wealth preservation and capital resilience.
Clarity Comes Before Strategy.
Most plans fail because they optimize too early.
The Palatino Blueprint™ starts with structure:
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What must be protected
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What income must remain durable
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Where liquidity actually matters
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Which risks deserve attention now, and which don’t
Only after clarity is established does growth make sense.
This approach reduces panic, decision fatigue, and forced trade-offs, especially during change.
The Blueprint™ grows, protects, and evolves with your wealth and legacy.
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Powered by Taurion™- Intelligence Built for Complex Decisions.
Palatino's intelligent wealth building is powered by Taurion™, an agentic intelligence platform designed to model risk, complexity, and change, not just performance.
Taurion helps us surface:
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Hidden dependencies across family, business, and finances
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Liquidity strain before it becomes visible
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Cascading risk scenarios that traditional planning misses
Taurion doesn’t replace judgment; it strengthens it.
What Changes After Clarity.
Clients typically leave with:
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A clear understanding of which risks matter now, and which can wait.
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Confidence in making decisions without second-guessing.
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A framework that adapts as life, business, and markets change.
Clarity doesn’t eliminate uncertainty. It eliminates blind spots.
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1. Wealth + Wellness Review™
A private discovery session mapping your entire financial landscape.
2. Blueprint ROI Analysis™
AI models are built to identify opportunities across wealth, tax, and protection domains.
3. Strategy Design
Scenario modeling for multiple market conditions to help design resilient strategies.
4. Implementation
Integrated systems are being built to support coordination across public, private, and structured investments.
5. Ongoing Navigation
AI-driven insights and monitoring tool designed to keep your strategy responsive
to market changes and life events.
Start with a Financial Clarity Session.
The Clarity Session is designed to surface structure, dependencies, and decision boundaries - before strategy or products are discussed. It is the foundation for everything that follows.
Palatino works with a limited number of families and business owners to ensure depth, discretion, and long-term alignment.
If complexity defines your financial life, clarity should define your plan.