Hedge Fund Manager’s Family Office

Senior Partner at a major Hedge Fund needs comprehensive financial business planning for his family office and personal estate plan execution and tax optimization on a ten-figure net worth.

First Significant Liquidity Event

Married couple in finance receives a major liquidity event and needs strategic, comprehensive planning for investments, insurance, tax, compliance, and estate planning.

Venture Capital GP Seeks Clarity

VC partner wants to ensure financial independence and clarity on which dollars to use, while maximizing legacy and charitable impact.

Seeking an Integrated Approach

Business owner and spouse, a private equity partner, need a holistic, bespoke wealth plan integrated with their unique tax situation.

Hedge Fund Partner Tax Optimization

Newly promoted hedge fund partner seeks tax optimization and capital efficiency for personal balance sheet and investments.

Leaving Finance

C-level executive seeks guidance transitioning from investment banking to a new compensation structure with stock options.

Private Equity Partner’s New Fund

Private equity partner starting a firm needs personal financial and estate planning.

Friend of a Finance Friend

Professional sports GM referred by a college classmate in finance needs comprehensive wealth, risk, tax, and estate planning.

We have built our team, and expertise, to meet the needs of the ascending affluent. Our core clientele is Ivy affiliated professionals in the finance sector as well as their family and close friends from undergrad and graduate school. As such, our clients tend to have a high financial acumen, are building substantial net worth, and living exceedingly busy lives. The result for many of our clients is that the highest return on their time is in their business, with any additional time spent living enriching lives with their families. This dynamic often creates friction when it comes to managing the substantial net worth they are building. Any time spent slowing down, researching, and deploying new strategies, or just generally managing their wealth becomes difficult and often leads to inaction, or worse, inefficiency. This is where our team steps in. We sit alongside our clients as a thought partner to not only bring new ideas and strategies to the table, but also provide the expertise and experience to implement and maintain these strategies as well.

View of a mountain lake between fir trees. Mountain peaks above the lake lit by sunset rays.

One pain point all of our clients share is taxes. While we believe taxes are necessary to the operation of society, we do not believe our clients should leave a “tip” on top. As such we have built our team to look at strategies through the lens of taxation and find ways to create efficiencies at every turn. Whether that is taxes today, tomorrow, or when you pass along your estate to heirs or charity, our team is constantly ensuring our clients are as educated and efficient as possible.

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Financial Advisors do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

WHO WE HELP