Built for private equity professionals, designed for legacy
Between capital calls and forecasting carried interest, there’s a lot to figure out for your financial plan - and a lot we’ve seen. We’ll provide you with the operating system to turn your career into generational wealth.
From business school to generational wealth: it’s not a straightforward path
A career in private equity can be incredibly lucrative, but your path to building wealth and a legacy is not guaranteed.
We’re tightly integrated with some of the best private equity firms in the country, and we understand and can navigate the complexities and challenges that come with your career. From carried interest to capital calls, we’ve seen it all, and will provide you with the financial operating system you’ll need to build a legacy and pass it on.
Family office services tightly integrated with private equity
Cash flow management
In the face of complexity, we can provide the confidence you’ll need to face every challenge thrown your way.
Financial forecasting
Carried interest brings you the promise of future earnings and the illusion of financial security if it’s not mapped out. We can provide the financial models and forecasting you need to accurately forecast your future earnings.
Lending & credit strategies
Whether it’s buying a vacation home, paying for college, or a wedding - we’re here to help you access capital through unique lending and credit strategies.
Trust & estate planning
It’s never too early to start thinking about your estate, especially with highly-valued illiquid assets and liquidity gaps waiting for you. We take a technology-enabled and human-empowered approach to estate planning..
Capital call coordination
Capital calls can put you in a liquidity crunch. We can help you navigate them to meet your firm’s obligations and stick to the course of your financial plan.
Tax planning
Through advanced strategies, we can help you navigate complex tax obligations and build an investment strategy that offsets income and reaps tax benefits.
We didn’t reinvent the family office, we just reimagined it for private equity
You don’t pick up a screwdriver to hammer a nail into the wall, you don’t cut a steak with a spoon, and you don’t work with a generalist Family Office to navigate co-capital calls, liquidity gaps, and carried interest.
We cater to private equity because we are embedded in your industry and can help you navigate every challenge.
Chart your course with confidence
Take the first step toward simplifying your wealth plan and legacy by scheduling a call with our team.