Intentional Strategy.
Measurable Progress.
Disciplined Process.

Brett Belliston is a founder of Tanara and has spent decades working closely with high-net-worth families, entrepreneurs, and multi-generational family offices. His work centers on helping families organize complex financial lives across investments, tax planning, estate structures, business interests, and long-term wealth stewardship.

Brett is particularly known for his work in the family office space, where he helps families think beyond traditional investment management. He regularly works with families on governance, including developing family mission statements, clarifying long-term objectives, and defining roles and responsibilities across generations. His approach emphasizes clarity, thoughtful planning, and long-term alignment so families can steward wealth with purpose over time.

Over the course of his career, Brett has advised families through significant liquidity events, business transitions, and generational wealth planning. Many of his client relationships span decades and often grow into long-standing personal friendships built on trust and shared experience.

Brett holds a degree from the University of Utah and has earned several advanced professional designations, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Exit Planning Advisor® (CEPA®), Accredited Estate Planner® (AEP®), and Certified Private Wealth Advisor® (CPWA®).

Outside of work, Brett enjoys spending time with his wife, children, and grandchildren. He also enjoys traveling, golfing, snowmobiling, and scuba diving.