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A New Architecture for Wealth.
The Palatino Blueprint™ is a proprietary, AI-powered framework designed to bring structure and intelligence to holistic wealth strategy.
It is designed to organize and align key areas of wealth - growth, protection, optimization, and legacy planning - through data-driven intelligence.
Unlike traditional plans that age on paper, the Blueprint framework is designed to evolve continuously, adapting to changing markets, goals, and family dynamics.
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The Palatino Blueprint™ is an educational and planning framework currently in development. It is not an investment advisory program or a solicitation to buy or sell securities. Palatino Wealth Advisors LLC is in the process of registering as a Registered Investment Adviser in the State of California.
The Impact Scorecard:
Measure What Matters.
The Palatino Impact Scorecard™ is a proprietary framework designed to bring measurable clarity to your wealth strategy.
It helps quantify progress across multiple dimensions - from growth and efficiency to liquidity and readiness - offering a structured view of how your overall wealth architecture evolves over time.
Rather than focusing on short-term returns, the Impact Scorecard™ provides an annual, data-driven assessment of financial alignment, helping you make informed decisions with confidence.
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From Discovery through Design to Review - Your Blueprint Journey.
Wealth + Wellness Review™
A guided discovery session designed to map every dimension of your financial life and identify your priorities.
Blueprint ROI Analysis™
AI-driven modeling illustrates potential efficiencies and strategic opportunities across your financial landscape.
Blueprint Implementation Design
Development of a coordinated strategy framework aligning advisory, insurance, and investment considerations for future execution.
Impact Scorecard Review
Annual educational review summarizing progress, key insights, and areas for continued refinement.
Powered By Taurion™ -
Intelligence That Keeps Your Blueprint Alive.
Behind every Blueprint is Taurion™, our proprietary agentic AI framework.
Taurion continuously analyzes private-market signals, macro trends, and portfolio data models, providing intelligent insights that inform planning and readiness across your wealth architecture.
It is designed to help ensure your strategy remains adaptive, data-driven, and aligned with your long-term objectives.
AI Suitability Engine
Aligns investments to your evolving goals.
Data-Driven Curation
Surfaces relevant private opportunities.
Dynamic Monitoring
Tracks efficiency and risk in real time.
Why Clients Love the Blueprint:
Clarity. Coordination. Confidence.
The Palatino Blueprint™ is designed to bring clarity and coordination to every dimension of wealth.
By uniting investment, protection, tax, and legacy planning into one intelligent framework, clients can envision how each decision connects to their broader goals, creating confidence in both the process and the outcomes.
A technology executive wanted to understand how equity compensation, taxes, and insurance interact. The Blueprint framework provided a structured view that clarified decisions and reduced complexity.
- Tech Executive/Investor, Alamo, CA
A business owner sought a coordinated view of investments, insurance, and estate planning. Using the Blueprint framework, they could visualize how each element worked together toward long-term goals.
- Entrepreneur, San Jose, CA
After a major liquidity event, a couple used the Blueprint process to bring structure and alignment to their family’s financial strategy — connecting decisions beyond balance sheets to purpose and legacy.
- Professional Couple, Danville, CA
Illustrative case studies are for educational purposes only and do not represent actual client experiences or investment outcomes. Palatino Wealth Advisors LLC is in the process of registering as a Registered Investment Adviser in the State of California.
Ready to Experience Intelligent Wealth?
Join the waitlist for your private Wealth + Wellness Review™, an introductory experience that helps you visualize your personalized Blueprint framework.
The Wealth + Wellness Review™ is an educational framework. It is not an investment advisory service or offer to buy or sell securities. Palatino Wealth Advisors LLC is in the process of registering as a Registered Investment Adviser in the State of California.