
Welcome
At The Beach DuPont Team, we serve as a responsive sounding board for clients' ideas and questions, and as responsible stewards of their wealth and wishes. Our clients benefit from the knowledge and know-how of three experienced professionals. Together, we've created a dynamic that promotes conversation in a welcoming environment.
Our clients are making their mark in Silicon Valley, across California and the U.S.
These successful men and women are financially astute and well educated—with the intelligence to manage wealth on their own. However, given the demands on their professional and personal lives, they rely on us to "remove the emotional energy" from their finances, especially as their lives grow in complexity. Our primary mission is to ultimately provide our clients with financial peace of mind.
From pre- and post-liquidity planning to pre-IPO planning, retirement planning, legacy planning and discussions surrounding concentrated stock and a client's overall portfolio, we apply years of knowledge and perspective to deliver proactive guidance that is typically higher quality and "higher touch" than clients received in the past.
We leave no stone unturned—and nothing to chance.
Upon careful examination, we often find that key aspects of effective wealth management were ignored in a previous advisory relationship—a client's estate plan, liabilities and insurance, for example. We will closely scrutinize how a client's wealth is structured and areas where tax efficiencies can be realized. To complement our efforts, we try to coordinate with clients' CPAs and attorneys on tax minimization, exit planning and estate planning strategies.
What do we believe?
- Two heads are better than one. Our complementary skillsets allow for our client relationships to develop naturally. While we initially meet with clients as a team, they usually gravitate to one of us. Still, they will continue to benefit from our combined insights and experience as the relationship moves forward.
- By limiting the number of clients we serve, we can do more for each relationship. Whether we help someone plan for a comfortable retirement, fund a child's education, or plan in advance for the sale of their company, we bring focused attention to clients who place a premium on sage advice and innovative strategies.
Meet Our Team
Insights

Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now