Welcome

When wealth takes on a certain scale, the decision points aren't linear—they're exponential. Planning, investing and wealth transfer all become more complex.
At SVDG Partners, we work with entrepreneurs, business owners, financial professionals, C-suite executives and multi-generational families, helping clients clarify decisions, weigh opportunities and take a more purposeful approach to growing and stewarding wealth.
Our greatest value isn't simply helping clients make important financial decisions, but ensuring those decisions are carried through with clarity, coordination and follow-through. We ask questions others may not think to ask, coordinate the people and details surrounding each opportunity and follow through until good intentions become meaningful action

How we work

A true partnership produces better decisions

Doug Sonnenshein and Annemarie von der Goltz lead the team as equal partners, each bringing different experiences, backgrounds and perspectives to every relationship. More importantly, they provide one another with a built-in second set of eyes. Before recommendations reach a client, they are discussed, challenged and refined together, helping uncover assumptions, overlooked considerations and opportunities that might otherwise be missed.
That partnership also creates long-term consistency while preserving the highly personalized experience clients expect. Every relationship remains under the direct care of Doug and Annemarie while benefiting from the support of a carefully curated six-person team that shares a commitment to responsiveness, execution and client service.

A team built around clients

Our close-knit, collaborative team cares deeply about our clients and about one another. That shared commitment creates a level of trust that directly benefits the families we serve. Because we understand one another's thinking, communicate continuously and remain fully invested in every relationship, clients benefit from a practice intentionally structured to deliver continuity, accountability and a consistently high level of personal service. We coordinate internally so service doesn't pause, deadlines don't get missed and decisions get implemented cleanly, allowing us to focus on what's best for the client, not what's easiest for us.
Much of our work happens behind the scenes, where diligence and follow-through shape the client experience. We look for the small details that often make the biggest difference, considering every decision in the context of a client's broader financial life.

Execution matters as much as planning.

In our experience, strong financial outcomes don't depend on a single recommendation. They rely on hundreds of thoughtful decisions carried through consistently over time.
Working closely with clients' attorneys, accountants and other trusted advisors, we serve as the central point of coordination—bringing together people, information and decisions. We connect the dots across investment management, taxes, estate planning, business interests and philanthropic goals, looking for gaps, identifying opportunities and helping uncover issues. To us, thoughtful planning creates value only when it's followed by disciplined execution.

We want to be your first phone call

Clients turn to us when they're thinking through important decisions—buying or selling a home, navigating a business transition, planning for the next generation or considering a charitable gift. We also help clients evaluate executive compensation, establish retirement plans for their businesses and navigate the financial decisions that accompany life's inevitable changes. Whatever the circumstance, we work to understand the financial implications, coordinate the right resources and determine the next step.
When additional perspective is helpful, we draw on the global resources of J.P. Morgan and our network of trusted subject-matter specialists, connecting clients with specialized guidance while remaining actively involved and shepherding every decision through to completion.
Over time, we become a source of continuity and institutional memory for generations of the families we serve. We remember the conversations, priorities and decisions that have shaped their financial lives, helping them build on that foundation as new chapters unfold.

Experience. Judgment. Accountability.

Technology has transformed access to financial information. What it hasn't changed is the importance of thoughtful relationships, trusted guidance and the human touch. Those qualities—shaped by decades of experience, sound judgment and real-world perspective—guide every interaction, every recommendation and every decision we help clients make.
Doug and Annemarie have invested in their education to bring clients their best ideas. As CERTIFIED FINANCIAL PLANNER^®^professionals who also hold M.B.A. degrees—Annemarie from Columbia Business School and Doug from New York University's Stern School of Business—they are committed to a fiduciary standard grounded in rigorous education, experience and a responsibility to place clients' interests first. Too often, "fiduciary" is used as a marketing term without acknowledging the serious obligations it carries. Those obligations are significant, and we take them seriously.
We are honored to have been recognized by Forbes, including distinctions such as Top Wealth Management Teams, Top Wealth Advisors, Top Women Wealth Advisors and Top Next-Gen Wealth Advisors.*
Ultimately, we strive to make working with SVDG Partners one of the best decisions our clients ever make. Our goal is simple: to shoulder more of the complexity so our clients can spend less time managing finances and more time focusing on their families, their businesses and the lives they've worked so hard to build.