AC Group
Awards and Industry Recognition
Forbes
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
Specialist Resources
Insights
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now