TOC-23 Launches to Transform Ultra-High-Net Worth Client Engagement

On December 3, 2025, The Oglethorpe Collective, LLC, known as TOC-23, announced its entry into the wealth management sector. This investment partnership and multi-family office are tailored specifically to serve the elite needs of entrepreneurs and ultra-high-net-worth families. Founded by a diverse group of seasoned professionals in investments, operations, and estate planning, TOC-23 is committed to providing a highly personalized experience for its clients, ensuring that each strategy reflects their unique circumstances and hurdles.

A Nod to Historical Leadership

The name TOC-23 pays homage to General James Oglethorpe, the visionary leader behind the formation of Georgia. His innovative thinking and strategic insights inspired the ethos of TOC-23, aiming to foster a client-focused approach amidst industry consolidation. Unlike large private banking institutions distracted by bureaucratic processes, TOC-23 positions itself as a nimble and elite team. The firm aims to restore the inherently client-centric values that have dissolved in today's financial environment dominated by larger entities.

Simplifying Wealth Management

TOC-23 caters specifically to families burdened with complex wealth and intricate family dynamics. By offering a comprehensive suite of services—including Wealth and Estate Tax Planning, Administrative and Financial Support, and Concierge Special Projects—TOC-23 operates as an extension of its clients' family offices. In this partnership, the clients become the