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Who We Are

Advice that’s Aligned with Your Family Values

People who are passionate about what they do naturally gravitate toward those who share common ground on a fundamental level.

For us, our family wealth focus grew out of our tendency to surround ourselves with people who shared our core values – like family life, legacy and prosperity. At the same time, our professional capabilities grew out of our determination to find ever-improving ways to pursue, track and achieve client objectives. This led us to acquire expert knowledge in areas like tax-efficient growth and advanced estate strategies, which we now deliver to our clients as an independent firm focused exclusively on their individual needs.

Altogether, what's developed over the course of more than 20 years is an extraordinary set of multigenerational family relationships, and a specialized platform through which we can serve them with complete objectivity.

“Wealth is personal – and family wealth is even more intertwined with your values and emotions. We have the personal perspective that’s needed to understand your priorities fully, and we have the technical proficiency to support those priorities through family wealth strategy.”
Beau M. Barrett CFP®, CRPC®
Founding Partner

The RiceBarrett Process for Families

As a result of the freedom and objectivity that independence provides us, we can identify best-in-class service providers and deliver a deeper level of customization throughout the client relationship. We designed our advisory process to leverage our resources for the purpose of guiding clients toward their family wealth goals.

The RiceBarrett Process

STEP 1: The Relationship Framework

We facilitate a relationship framework conversation that outlines what you can expect from us throughout our advisory relationship, including ongoing services and communication mandates.

STEP 2: Mutual Discovery and Commitment

We meet with you to establish a foundational understanding of your family’s values, to review our 15 Key Wealth Considerations, and to define goals for your financial security and family wealth.

STEP 3: Family Wealth Planning

In collaboration with our in-house team and any relevant professionals in our family office network, we construct a comprehensive family wealth plan, lifetime cash flow projections and an investment strategy aligned with your goals and risk tolerance.

STEP 4: Dedicated Follow-Through

Once we present our recommendations to you, we initiate a systematic implementation process to help ensure that all applicable steps are taken to follow through on your wealth plan.

STEP 5: Diligent Monitoring

We periodically review your asset allocations to account for shifting market, economic and investor sentiment conditions, and we regularly adjust your living plan as life evolves.

STEP 6: Ongoing Support

In addition to hosting your annual Comprehensive Checkup, we are your family’s resource for exploring new ideas, staying financially organized and making strategic wealth decisions.

Our Core Team

After 20 years in the financial services industry, Martin Rice co-founded RiceBarrett Family Wealth alongside Beau Barrett in 2018.

As a wirehouse breakaway, for Martin the Partnered Independence platform offered through Sanctuary Wealth represented an opportunity to deliver greater depth of service to families across the country, with whom he had built strong client relationships over the course of two decades.

Martin holds an M.S. in agricultural economics from Purdue University and a B.S. in agricultural business from Middle Tennessee State University. He has a unique background that includes not only trading floor experience at the Chicago Mercantile Exchange, but also over a decade in agribusiness. This culminated in a role overseeing the launch of ground-breaking genetically modified corn hybrids, the first of their kind in the company and in the industry as a whole.

In 1998, Martin decided to pursue his passion for working with individuals and families to provide personalized financial guidance. He attained the CERTIFIED FINANCIAL PLANNER designation in 2001 as well as the Certified Investment Management Analyst® designation in 2005.

An avid outdoorsman who enjoys upland hunting and fresh-water big game fishing, Martin is also an active fixed-wing pilot, holding Commercial privileges and a variety of ratings and endorsements. He lives in Tennessee and Indiana with his wife, Jolene, has two grown children and holds leadership roles in various non-profit organizations in his community.

[email protected] | (317) 819-5433

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Since 1998, Beau Barrett has had a meticulous focus on defining, pursuing and tracking his clients’ financial goals, especially those with multi-generational family priorities. In 2018, he co-founded RiceBarrett Family Wealth alongside his long-time business partner Martin Rice, because he saw independence as the ideal platform on which to develop this focus further. Through Partnered Independence with Sanctuary Wealth, Beau and Martin have built a goal-oriented practice specializing in family wealth strategies.

Beau joined Merrill Lynch in 1998, eventually becoming a Vice President and Wealth Advisor. He began working with Martin Rice and Janet Lasiter in 2004, while developing his technical expertise in allocation modeling, wealth forecasting, lending solutions, insurance and investment strategies. He holds a number of investment and insurance accreditations, as well as the designations CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He earned a B.A. from Wabash College with a major in Psychology and double minor in English and Philosophy.

A four-year letterman on the basketball team at Wabash College, Beau remains involved in the sports community today, and sits on the boards of several youth sports programs. He also participates in the Hoosier Leadership Series, which promotes leadership skills and critical thinking for the purpose of cultural engagement and service in Indiana and across the country. Beau lives in Greenwood, Indiana with his wife, Jessica, and their four children.

[email protected] | (317) 819-5433

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With over 30 years’ experience in financial services, Janet Lasiter has been working with Martin Rice and Beau Barrett since 2004. She is known among clients for her proficiency and foresight, and has been recognized multiple times as one of the Top 100 Administrators from a pool of over 7,000.

Jan started in the industry in 1986 and joined Merrill Lynch in 1996. She has also held service and administration roles at the City Securities Corporation, FSC Securities, and Shearson Lehman Brothers. RiceBarrett Family Wealth became an independent firm in 2018 and Janet remained an integral part of the team. Today, she is the administrative team lead, serving clients with extraordinary commitment and proactive communication.

Jan has lived in Indiana all her life, and attended Indiana State University and Purdue University with a business management specialization. She enjoys attending car shows, traveling and horseback riding. She and her husband Sam also enjoy spending time on their farm with their grandchildren.

[email protected] | (317) 819-5433

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“While objective advice is an inherent feature of our independent firm, we believe that operating fully in the best interest of our clients also requires us to stay informed. Education is a lifelong commitment and we are perpetually seeking out new ways to deepen our expertise.”
Martin W. Rice CFP®, CIMA®
Founding Partner