Yellowstone’s Role
Yellowstone Wealth Group serves as a strategic coordinator and multifamily-office platform.
Our role is to help clients organize complex objectives and coordinate the professionals required to address them.
Certain services displayed or discussed through Yellowstone—including investment advisory and wealth-management services, legal services, tax and accounting services, trust and trustee services, insurance services, and certain international fiduciary services—are regulated professional activities.
Those services are performed by the appropriately licensed, registered, chartered, or otherwise authorized Alliance Partner responsible for that professional discipline.
Yellowstone Wealth Group does not acquire another provider’s professional license merely by coordinating the engagement.
Each professional provider remains independently responsible for the services it performs, including professional judgment, licensing, regulatory compliance, advice, recommendations, documentation, and work product.
A Yellowstone engagement and an Alliance Partner engagement may be separate relationships governed by separate agreements, fees, disclosures, confidentiality obligations, and regulatory standards.
Clients are free to engage their own existing professional advisers and are not required to use Yellowstone Alliance Partners.
References to the “Yellowstone Alliance,” “professional network,” or “ecosystem” describe coordinated relationships and do not, by themselves, establish a legal partnership, joint venture, shared professional practice, or agency relationship among participating firms.
FINANCIAL & INVESTMENT SERVICES DISCLOSURE
Yellowstone Wealth Group coordinates financial-planning and wealth-management resources but does not provide securities recommendations, investment advisory services, portfolio management, brokerage, or custody solely by virtue of operating the Yellowstone multifamily-office platform.
Investment advisory or securities services, when applicable, are provided by appropriately licensed or registered professionals or entities under separate agreements.
Information on this website is general and should not be interpreted as a recommendation to purchase, sell, or hold any investment.
Investing involves risk, including loss of principal. Past performance does not guarantee future results.
LEGAL SERVICES DISCLOSURE
Yellowstone Wealth Group is not a law firm and does not provide legal representation.
Legal services available through Yellowstone’s professional network are provided by appropriately licensed attorneys or law firms under separate engagements.
Information concerning trusts, estates, entities, transactions, contracts, asset protection, succession, or other legal subjects is provided for educational and coordination purposes only.
Communicating with Yellowstone does not establish an attorney-client relationship or attorney-client privilege.
TAX & ACCOUNTING DISCLOSURE
Yellowstone Wealth Group is not a CPA or accounting firm.
Tax, accounting, audit, reporting, and related professional services coordinated through Yellowstone are provided by appropriately qualified CPAs, accountants, tax attorneys, or other professional providers.
Website information should not be relied upon as individualized tax or accounting advice.
TRUST & FIDUCIARY DISCLOSURE
Yellowstone Wealth Group coordinates trust-planning and fiduciary resources but does not itself act as trustee, trust company, custodian, or regulated fiduciary unless an appropriately authorized Yellowstone entity separately enters into a written agreement expressly assuming that role.
Trust and trustee services are provided by appropriately chartered, licensed, or otherwise authorized providers.
The effectiveness, tax treatment, asset-protection characteristics, and administration of any trust depend upon applicable law and individual circumstances.
INSURANCE DISCLOSURE
Insurance products and services coordinated through Yellowstone are provided by appropriately licensed insurance professionals, agencies, and carriers.
Yellowstone Wealth Group is not an insurance carrier.
Coverage, availability, premiums, underwriting, exclusions, benefits, and guarantees are subject to applicable policies, carriers, licensing requirements, and law.
INTERNATIONAL SERVICES DISCLOSURE
Cross-border planning may involve multiple legal, tax, financial, trust, reporting, and regulatory systems.
Yellowstone coordinates relevant professional resources but does not represent that information appearing on this website constitutes advice under the law of any particular foreign jurisdiction.
Local professional advice should be obtained where required.
Services may not be available in every jurisdiction.