BrookHaven Integrated Wealth Strategies is a veteran-owned and operated wealth-planning practice that brings family office, tax, and legal services together under one roof. Its coordinated model is designed for high-net-worth individuals, businesses, and multigenerational families who want their financial and legacy planning handled as a connected plan rather than through separate advisers. The firm reports a team of 37 specialists and serves clients across Georgia, Tennessee, Nevada, Alabama, Texas, Iowa, South Dakota, and Argentina.

Its offerings include multi-family office planning, tax strategy and accounting, legal counsel, core estate planning, and trustee services. The practice also lists support related to cryptocurrency, business sales, and its Real Estate Transition Trust. BrookHaven emphasizes ongoing coordination, privacy, wealth protection, and preservation of family legacies, with a network of industry partners supporting its work. BrookHaven Family Office provides planning services but does not directly provide legal, tax, insurance, or investment advice; its affiliated legal and tax entities provide legal services and tax advice, respectively, subject to stated limitations.