2SIX Partners
A command structure for your family's wealth.
Sophistication without Coordination. Control without Infrastructure.
Most affluent families have assembled strong advisor teams — investment managers, attorneys, CPAs, insurance professionals. But these advisors operate in silos. No one has a complete picture. No one is quarterbacking. Critical gaps go unnoticed until they become expensive mistakes.
Lack of Control
Decisions are scattered across multiple advisors with no central authority or unified strategy.
Product Bias & Misaligned Incentives
Advisors compensated by product sales, not outcomes. Recommendations serve the advisor, not the family.
Incomplete Picture
No single view of the full balance sheet. Each advisor sees their silo, not your whole financial life.
Institutional Access Gap
Family-level wealth without family-office-level infrastructure, deal flow, or institutional investment access.
Operational & Administrative Burden
Bill pay, insurance renewals, entity management, tax coordination — the day-to-day complexity falls on the family.
Unclear Governance or Legacy Framework
No family charter, no succession plan, no board structure. Decisions made ad-hoc with no framework for the next generation.
Your Family Office. Our Platform.
As founding principals, we personally establish a dedicated Single Family Office for each family — your entity, your board, your governance — while embedding it within the 2SIX Partners Multi-Family Office platform.
Each family gets the ownership and control of a single-family office with the infrastructure, resources, and economies of scale of a multi-family office. The best of both — without the overhead of building it all yourself.
Institutional-quality infrastructure at a reduced cost compared to a standalone operation.
Dedicated Single Family Office
Your entity, your board, your governance charter. Complete ownership and control — not a shared pool.
MFO Platform & Infrastructure
Consolidated reporting, advisor coordination, investment oversight, and institutional-grade technology — all shared across the platform.
One Hub. Full Visibility. Independent.
2SIX Partners sits above your existing advisors as an independent coordinator — we don't replace your team, we make them work together.
Family Capital Framework
A structured capital allocation system — Foundational, Development, and Opportunity tiers — replacing ad-hoc gifting with disciplined governance.
Family Office, Council & Trust Structure
Every family we serve gets a purpose-built governance architecture with three interlocking components — each with clear roles, responsibilities, and accountability.
Family Office
Board of Directors
CEO
Responsibilities
Leadership & Operations
Family Constitution
Succession Planning
Ownership Governance
Family Council
A co-head arrangement is recommended — one family principal and one 2SIX Partner share leadership of the council.
Responsibilities
Family governance & alignment
Next-generation education programs
Annual family meeting
Family charter and mission statement
Coordination with advisors on education
Trust Structure
A co-trustee arrangement is recommended — pairing a family member or professional trustee with a 2SIX Partner to ensure continuity, accountability, and aligned governance.
Responsibilities
Trust Administration
Family Co-Trustee Development
Beneficiary Preparation
Trust Governance Protocols
What We Do — And What We Coordinate
2SIX Partners Services
Family Governance Framework
Entity structure, trust protocols, family charter, board governance.
External Advisor Coordination
Unified hub coordinating your investment managers, attorneys, CPAs, and insurance professionals.
Consolidated Balance Sheet
Reporting across all entities — public, private, real estate, and alternative assets.
Trustee & Governance Roles
Co-trustee services, family council leadership, board participation.
Next-Gen Program
Individual development plans for each family member. Education, financial literacy, and governance preparation.
Annual Family Meeting
Facilitation, agenda setting, and follow-up. Structured to build alignment and prepare the next generation.
WealthEQ OCIO Services
Investment Policy Statement
Household-level IPS governing all investment decisions.
Investment Oversight & Reporting
Balance sheet and performance reporting across all public and private holdings. Institutional-grade analytics.
Comprehensive Planning
Full financial planning platform for the entire household — wealth, estate, tax, and insurance.
Manager Oversight
Independent performance benchmarking and evaluation of all investment managers.
Coordinated but not replaced: Your existing custodians, attorneys, and accountants remain in place. We provide the independent oversight layer above them.
Shared Intelligence
The MFO provides selective access to shared intelligence and best practices without requiring participation or social engagement. Families benefit from collective experience without sacrificing privacy or autonomy.
Anonymized Insights
Decision frameworks and insights shared across the platform — anonymized to protect privacy while delivering collective wisdom.
Governance Best Practices
What has worked, and what hasn't, in family councils, trust administration, and next-generation preparation across the platform.
No Forced Participation
No expectation of meetings, collaboration, or deal participation. Engagement is entirely optional and on your terms.
Private by default. Collaboration is optional, never required.
Simple. Transparent. Fixed Retainer.
A fixed annual retainer, plus modular fees only for the services your family uses. Not tied to market appreciation.
MFO Retainer
Fixed annual fee covering family governance, oversight, trustee and director roles, advisor coordination, and next-gen programming.
Service-Based Fees
Separate modular fees for OCIO services, investment oversight, consolidated reporting, and planning — applied only to the services your family utilizes. No bundling, no forced participation.
Our all-in fee structure is designed to cover the entire household balance sheet — every entity, every asset class — with full governance, coordination, and oversight at a reduced cost compared to a standalone single-family office.
How fees work →Meet the Founders
2SIX Partners was founded by two former Navy SEALs who combined their military leadership experience with institutional financial expertise. Both founders work directly with every family on the platform.
Mike Corbett
CFA, CFP®, CTFA, MBA
Co-Founder, CIO & Family Wealth Advisor
Demian Costa
MBA
Co-Founder, CEO & Business Advisor
Start a Conversation
2SIX Partners builds a dedicated Single Family Office for each family we serve. That depth of engagement is not something we offer at scale — and we don't try to. If you believe the structure is right for your family, we'd welcome a conversation.