Venture capital, entrepreneurship and personal wealth
For venture capitalists and entrepreneurs, risk is a familiar companion, but when realizing the benefits of your instincts and hard work, you may find a more preservation-minded approach helps you build the foundation you need for lasting financial independence.
We are especially attuned to the personal wealth needs of those at the leading edge of business development, whose earnings and income are by definition inconsistent, and for whom tax exposure can be significant. Income strategies, tax-efficient investments, cash management services and diversification may provide you stability.
In addition to designing a financial plan built that complements your work, we also advise our clients on issues of trusts, estates and philanthropy – important financial instruments that can be implemented in concert with a wealth event.
And through our partners, we also provide access and insight on private market opportunities, alternative investments and other sophisticated strategies suited to experienced investors.
Not all strategies and investments mentioned are suitable for all investors.
Every investor’s situation is unique and you should consider your investment objectives, risks, and costs before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.