Thoughtful stewardship for families, across generations.
Vinea Advisory is a boutique family office serving a select number of families. We bring together the financial, legal, and personal details of family life into one coordinated plan, so that each generation can live well and plan with confidence.
Vinea, from the Latin for vineyard.
Like a well tended vineyard, lasting family wealth grows through patience, care, and attention in every season. Our work is measured not in quarters, but in generations.
A family office built around your family, not a product.
Families of means often find themselves managing a growing circle of advisors, entities, properties, and obligations. Vinea Advisory serves as the steady center of that circle.
We work alongside your existing investment, tax, and legal professionals to ensure every decision reflects a single, coherent plan. By limiting the number of families we serve, we are able to know each one well and respond with care.
Comprehensive support, coordinated in one place.
Wealth Coordination
Oversight of your complete financial picture, including consolidated reporting, cash flow, and collaboration with your investment, tax, and insurance advisors.
Estate and Legacy Planning
Thoughtful coordination of trusts, estate plans, and charitable intentions, so that wealth and values pass to the next generation as you intend.
Family Governance and Education
Family meetings, education funding policies, and financial education that prepare rising generations for the responsibilities ahead.
Lifestyle and Household Support
Real estate transactions, household staffing, travel, and the many details that accompany a complex household, handled with discretion.
Discretion is fundamental to our work. Your family's affairs remain confidential, always.
No two families are alike. Our services are shaped around your priorities, your structure, and your pace.
We plan with the long view, building continuity that serves your children and grandchildren.
Bracknell Baker, CFP®, CLU®, ChFC®
Vinea Advisory is led by Bracknell Baker, who works directly with each client family as their principal advisor and trusted point of contact.
Brack has advised individuals, families and businesses since 2005, when he co-founded GB Financial. In 2012 he launched GBFG Advisory to provide family office consulting to select clients, the work Vinea Advisory now carries forward. He is also a co-founder of Simplisure, a platform that helps financial advisors guide their clients through selecting and applying for term life insurance.
He is a graduate of Trinity College and a member of the Boston Estate Planning Council, and he serves on the Board of Directors of the Head of the Charles Regatta. Brack lives outside Boston with his wife, Jennifer, and their two children.
We welcome a private conversation.
Vinea Advisory accepts new client families by introduction and inquiry. Please share a few details, and we will respond personally within two business days.
brack@vineaadvisory.com