You've worked hard to build it. Now comes the most important question: how do you make it last, grow, and reach the people you care about — for decades to come?
Wealth at this level requires more than investment management — it requires a coordinated plan across taxes, estate, philanthropy, and family governance. We bring all of it under one roof.
Estate & legacy planning
Multigenerational wealth transfer
Philanthropic strategies
Family office access
Your business has given you everything. Now the question is how to unlock it — on your terms, with a plan that protects what you've built and funds what comes next.
Business succession planning
Pre-exit tax structuring
Buy-sell agreement strategy
Post-exit wealth deployment
Concentrated equity positions, deferred compensation, sudden wealth — these require a different level of planning that goes far beyond a standard portfolio review.
Equity compensation strategy
Concentrated position planning
Sudden wealth guidance
Tax-efficient structuring
Bison Wealth was founded by the Pegula Family Office — the team behind a multi-billion dollar empire built from scratch. They developed investment structures, tax strategies, and estate planning frameworks that most families never get access to.
We exist to change that. At our Sarasota office, every client gets the full weight of that infrastructure — delivered personally, with a plan built entirely around your life.
Fee-based, not commission-drivenWe get paid to give you good advice — not to sell you products. Ever. |
Fiduciary — alwaysLegally required to act in your interest. No exceptions, no conflicts of any kind. |
Multi-billion dollar infrastructureInvestment access and strategies simply unavailable at most advisory firms. |
Warm but elevatedReal relationships. Real planning. Never a template, never a pitch. |
Customized portfolios
Alternative investments
Tax-efficient allocation
Dynamic risk management
Multigenerational planning
Philanthropic strategies
Wealth transfer solutions
Trust & estate coordination
We guide you through every stage — from the first conversation to life after the transaction.
We start with your values, your goals, and what this chapter of life means to you.
A custom wealth strategy built around your vision — never a template.
Strategies built to move with your life and absorb whatever comes next.
We're with you every chapter — reviewing, refining, staying ahead.
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