The Hoopes Allen Centis Group

"Our clients help build companies, we help our clients build their legacy."
About The Hoopes Allen Centis Group

Delivering advisory guidance for venture capitalists and venture funds.

At The Hoopes Allen Centis 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

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.