Wealth Partners

The Vahab Group

At The Vahab Group, we have a proud story that continues to be told. It revolves around the uncommon level of acumen and attention we provide to an ultrahigh-net-worth clientele. These active and retired men and women include founders, serial entrepreneurs, venture capitalists, C-suite executives (including those managing hedge funds and private equity), as well as generations of families and family offices. We also work closely with endowments and foundations whose missions we admire and support.
As our clientele has grown, we have, too. With offices now in Manhattan and Boca Raton, we are structured to handle the entirety of clients' financial affairs. Our talented professionals have worked together—and with clients—for decades. Given our extensive industry experiences and tenure with clients, we have repeatedly earned an industry reputation for excellence. More important, however, we have fulfilled our clients' missions of preserving wealth and values for generations to come.
At the foundation of our approach is rigorous and ongoing "multi-generational planning"—the kind that accounts for each client's situation and aspirations. For example, most clients have had (or will have) important life and liquidity events. Given our proactive approach and frequent discussions with clients, we have helped them plan and prepare for critical decisions surrounding succession and exit planning, legacy and philanthropic planning, and pursuing future ventures.
To learn, we ask questions over the course of each relationship (not just at the outset). "What does your wealth mean to you? Why have you worked so hard? What is your greatest financial success and regret? Why have you come to us—and why now?"
We complement our "goals-based planning "with "rules-based investing." This disciplined approach is designed to ignores market sentiment and clients' emotion. Crafting and managing each client's customized portfolio, our investment committee aims for long-term results with investments that span asset classes, sectors and borders—including equites, bonds, alternative investments and currencies.
What makes us proud? Led by our founder, Andrew Vahab, we have managed our clients' money and emotions amid the market volatility of 2008, 2020 and 2022—with virtually all of those clients remaining with us today. We believe that's due in large part to our proficiency in mitigating investment risk and helping clients stay focused on the overall strategy we've designed on their behalf.
Of course, the complex nature of our clients' wealth requires a vast range of solutions. Given our emphasis on tax-minimization and estate planning strategies, we work hand-in-hand with clients' CPAs and attorneys. We also look to optimize and leverage both sides of clients' balance sheets, with real estate lending and other forms of personal and commercial credit solutions.
Each family we serve inspires our proactive service. We are proud to stand behind clients by getting out ahead of the challenges they face and the decisions they need to make.