My team and I serve Silicon Valley founders, entrepreneurs and executives whose lives are immersed in growing their companies and pursuing new ideas. We help empower our clients financially so they can concentrate on what they do best. Our mission is straightforward—to deliver investment allocation strategies that seek to balance concentrated tech positions and buffer portfolios to help reduce downside risk.
Our team is well versed in the intricacies of wealth management and creates tailored portfolios that are individualized for each client. Utilizing advanced analysis and simulation techniques, we help quantify various performance scenarios and model potential outcomes.
We take a family office–style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax minimization, estate planning and other long-term wealth management objectives.
By partnering alongside clients' CPAs and other trusted consultants, we work to ensure that the totality of each financial picture is considered. And by leveraging the robust resources of J.P. Morgan, we provide concierge access to alternative investments, intellectual capital, day-to-day banking, residential and commercial mortgages, and art and private aircraft financing.
Meet Our Team
Your focus has created opportunity – and complexity
Being a creator takes intelligence, passion…and focus. But it may not leave you much time to think about questions such as:
• What is your long-term vision for yourself, your family and your wealth?
• How can you minimize taxes and keep more of what you earn?
• Where do you want to create an impact in the community?
• What's the best way to fund your next venture?
• How can you prepare your children for the responsibilities of wealth?
Wherever you want to go, a comprehensive plan and a skilled guide can help you get there. Addressing these important issues can give you even more freedom to focus on what you do best.