Financial Planning

Discover how the Palatino Blueprint™ is redefining modern wealth management. This AI-driven framework integrates investment strategy, risk protection, tax optimization, and estate planning into one continuous, data-intelligent process, empowering families to grow and preserve wealth with precision.

Palatino Wealth set itself apart by uniting public and private market investments into one cohesive plan. In this case study, a Seattle-based tech executive’s portfolio was analyzed, optimized, and aligned with her life goals using Taurion’s AI-driven matching, scenario modeling, and compliance-ready tools—resulting in a smarter, more diversified strategy delivered in 60% less time.