Founders & Entrepreneurs
Our Multifamily Office provides specialized offerings tailored to your unique needs and aspirations as Founders and Entrepreneurs as you build and scale your businesses. We recognize the entrepreneurial spirit and the need for tailored solutions to support your dynamic journey. We provide you with flexible & adaptable support in managing your wealth, achieving your personal and business goals and securing your legacies for future generations.
Tailored Offerings
- Family Trust & Wealth Transfer
- Business Sale Advisory
- Equity Management & Executive Compensation
- Goals Based Planning &Investment
- Deal Negotiations
- Exit Strategies & Liquidity Events
- Private Investments
- Concierge Services
- Business Succession Planning