Planning for entrepreneurs along all phases of a company’s lifecycle is our core expertise. We work collaboratively with clients from founder share inception, pre-liquidity planning, and post-liquidity asset management by providing integrated, comprehensive services guided by a process-driven, values-based approach.
As family CFO, we leverage a carefully-vetted expert team to ensure that clients’ estate plans, tax strategies, and insurance needs are addressed as part of a framework that complements customized investment portfolios.
As the 401(k) plan Investment Advisor, we work with the management team to align plan design with company goals and participant demographics, select the most appropriate platform provider, create and monitor a targeted menu of investment options, including real estate, limited partnership interests, and private company stocks.
We leverage our in-house legal transactional experience and engage our network of institutional buyers to facilitate targeted, professional, discreet private sales, and manage all aspects of the transaction from start to finish.