"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

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

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June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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