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
- Complementary 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 techniques 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
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now
The 5 stages of managing a new inheritance
July 14, 2026There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowThe 5 stages of managing a new inheritance
July 14, 2026There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now