"Our clients help build companies, we help our clients build their legacy."
AC Group
About AC Group

Delivering advisory guidance for venture capitalists and venture funds.

At The AC Group, we serve venture capital firms, their investors and the entrepreneurs they partner with. We help our clients navigate the challenges of liquidity, restricted stock, tax issues and other transactional complexities.

Venture capital services

Our experience at all levels of the advisory stack informs our differentiated relationship with our clients. We understand the responsibilities that venture capital firms feel towards their investors and their employees, and we partner with fund administrators, accountants, auditors and trading teams to help enhance returns while streamlining firm operations.

  • Strategic transactional advice
  • Restricted stock sales
  • Block trading
  • Building liquidity strategies in diverse capital market environments
  • Custody and clearing
  • Banking and lending for management companies

Specialized subject matter advisors for families in a niche industry.

Private client services

We address the wealth management needs of venture capitalists, their families and the founders they work with—not just across their fund's lifecycle, but for their own individualized goals.

We believe that, just like building the next legendary company, your personal wealth should always start with a solid foundation.

  • Bespoke private wealth management
  • Cash flow planning
  • Classic and specialty lending
  • Tax-aware strategies
  • Estate planning
  • Complenentary investing

In our practice, we feel that proper planning starts well before liquidity events. We guide our clients through the entire trajectory of their business interests, whether it's their next big carry award or a long-awaited exit.

  • Liquidity tactics
  • Gifting techniquies and philanthropic giving
  • Carried interest strategies
  • Stock options
  • Specialty VC services, custody & clearing

We seek to drive outperformance not only in portfolio construction, but through thoughtful approaches to titling, debt strategy and tax planning. We look at all the factors of wealth creation, wealth preservation and wealth transfer. Through meaningful partnership with your tax advisor and estate planner, we make sure every dollar of investment income is optimized and tailored to not just provide for you and your family now, but for future generations.

  • Legacy preservation
  • Family planning
  • Titling
  • Risk management
  • Long-term investment selection
  • Next generation education

Meet Our Team

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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