Private Equity and Venture Capital professionals have unique needs when it comes to their financial planning. Having a wealth advisory firm that understands your compensation, carry, leverage, and tax situation enables you to spend less time managing your finances while having peace of mind knowing a sophisticated team is looking after you.
We offer:
Access to lending structures with competitive pricing
Tax-efficient portfolios and private investments
Sophisticated financial planning
Estate planning
Coordinated planning with a tax advisor
Compliance reporting
“What We Bring To The Table”
Accountability Partner
- improved motivation
- increased accountability
- enhanced perspective
- greater confidence
Maximize opportunities by staying in the know
- latest trends and products
- take advantage of new growth opportunities
- minimize risks
More time on your calendar
- we set meetings | discuss any changes
- remain on track
- you focus on your personal life
A professional process in place to manage your finances
- assessment of current
situation - set realistic goals
- design custom plan
Avoid common mistakes
- inadequate diversification
- not taking advantage of tax-advantaged accounts
- poor investment choices
Stop procrastinating
- set deadlines
- keep you accountable
- breakdown goals into manageable tasks
- take action
- make progress
“Done for You,”
Ongoing Engagement
Wealth Management
Our most comprehensive offering with a 360 management of your finances.
1
Financial Planning
2
Ongoing Investment Management
3
All other unique financial needs – estate planning, special tax coordination, etc.
“Done With You,”
A La Carte Packages
If you are requiring help on a specific area of your finances, the following flat-fee packages are right for you.
Essentials
$8,000
We deliver on this engagement in 180 days or less
- Outline financial goals
- Capital gains roadmap and investment planning
- Capital call funding strategy and lending strategy
- 5 year cash flow and savings projection (click the link to see a video of an example)
- Review retirement account contributions (IRA & Roth)
- Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
- Elect employee benefits & evaluate supplemental coverage needs
- Investment portfolio analysis and recommendations to asset allocation and/or target date funds
- Build a go-forward investment plan for your future savings
- Develop your concentrated stock liquidation strategy
- Traditional versus ROTH contribution analysis (click for example)
- Retirement income forecasting and planning
- Insurance planning (Life, Disability, Long-term care) (click for example analysis)
- Assistance with major purchases (i.e. home buying help)
- Education and college funding (click for example analysis)
- Review custodial account contributions
Complete
$10,000
We deliver on this engagement in 180 days or less
- Outline financial goals
- Capital gains roadmap and investment planning
- Capital call funding strategy and lending strategy
- 5 year cash flow and savings projection (click the link to see a video of an example)
- Review retirement account contributions (IRA & Roth)
- Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
- Elect employee benefits & evaluate supplemental coverage needs
- Investment portfolio analysis and recommendations to asset allocation and/or target date funds
- Build a go-forward investment plan for your future savings
- Develop your concentrated stock liquidation strategy
- Traditional versus ROTH contribution analysis (click for example)
- Retirement income forecasting and planning
- Insurance planning (Life, Disability, Long-term care) (click for example analysis)
- Assistance with major purchases (i.e. home buying help)
- Education and college funding (click for example analysis)
- Review custodial account contributions
- Tax coordination meeting with your accountant
- Alternative investment strategy (private equity, non-traded real estate, private credit, venture capital, hedge funds)
- Tax-qualified investment consideration (exchange funds, deferred annuities, etc.)
- Estate planning review – updating documents and beneficiaries as needed
- Roth IRA Conversion analysis (click to see an example)
- Annual gifting & charitable giving
Our firm has helped individuals from the following Private Equity and Venture Capital firms:
Vista Equity Partners
Silver Lake
TPG
Genstar Capital
JMI Equity
TCV
Palmico Capital
Audax Group
Alpine Investors
Institutional Venture Partners
Accel
New Enterprise Associates
Pear VC
Unshackled Ventures
The General Partnership
Kindred Ventures
Susa Ventures