Rainier Family Wealth, Inc.

Rainier Family Wealth serves individuals, high-net-worth families, charitable organizations, and businesses by providing wealth management, comprehensive financial planning, retirement plan consulting, and tailored family office services. The fee-only firm offers discretionary portfolio management and ongoing advice, including monitoring and recommendations for held-away accounts that clients maintain at other institutions.

The firm blends Modern Portfolio Theory with both passive and active strategies and uses fundamental, technical, and cyclical analysis to construct asset allocation models aligned with each client’s goals and risk tolerance. Financial planning is integrated and tax-aware—covering estate, business, insurance, college, and retirement planning—with use of third-party tools such as Holistiplan and coordination with outside tax and legal professionals when appropriate.

Distinctive features include a recent expansion into family office services and services that range from tax planning to coordination of private travel, alongside a small three-advisor team managing over $300 million for roughly 100 client relationships, indicating a high-touch, concentrated client focus. The firm requires clients to custody assets on Fidelity’s institutional platform, discloses the platform services it receives, and provides ongoing oversight of accounts that cannot be transferred to its recommended custodian, practices that differ from many peers.