Wealth Management Clients
There is no single path to wealth. Each individual is unique in experience and aspirations. While we maintain a diverse client base of executives, doctors, scientists, and other professionals, we specialize in helping individuals navigate three types of sudden wealth events:
- Executives with Stock Options or Other Equity Compensation Planning for an IPO or Acquisition
- Individuals Receiving an Inheritance or Trust Fund Distribution
- Business Owners and Founders Planning for a Liquidity Event
Many of our clients experiencing these events work in the tech, biotech/life sciences, and medical fields.