You manage other people's
money for a living.
Who's managing yours?
Deferred comp, co-invest, carry, restricted stock, compliance constraints. Your personal finances are more complex than most of your clients'. And you've been too busy to deal with it.
You know exactly what good advice looks like.
You're just not getting it for yourself.
You spend your days analyzing markets, building models, evaluating risk, running portfolios, and then you come home and your own financial life is a mess. Not because you don't know what to do. Because you don't have the time, the bandwidth, or frankly someone you trust enough to hand it off to.
Most wealth advisors can't have a real conversation with you. You know too much. You're not looking for someone to explain asset allocation to you. You're looking for someone who can handle the operational complexity of your comp structure, coordinate with your compliance department, and actually execute on a plan without needing you to hold their hand through every decision.
Private equity & venture
Carry, co-invest, fund stakes, capital calls, K-1 complexity
Hedge funds
Deferred comp, performance allocation, side pockets, fund-of-funds exposure
Investment banking
Restricted stock, signing bonuses, deferred cash, compliance constraints
Asset management
Personal trading restrictions, pre-clearance, concentrated positions in employer fund
The cobbler's children have no shoes.
You know roughly what's in there, but you haven't modeled how it fits with everything else, your vesting schedule, your tax picture, your liquidity needs if you leave.
and you're funding them out of whatever's liquid without a real strategy for how much of your net worth is tied up in illiquid alternatives.
but you have no idea what it's worth in present-value terms, and no plan for what happens when it starts to pay out.
Pre-clearance, blackout windows, holding periods. You need an advisor who understands these constraints and can work within them.
since your second kid was born. Still haven't.
We speak your language. We handle the operations.
Full comp mapping
We build a complete picture of your compensation: base, bonus, deferred comp, restricted stock, co-invest commitments, carry, fund stakes. What you own, when it vests, what the tax treatment is, and what the liquidity profile looks like across time.
Liquidity planning
When you're heavy in illiquid alternatives, liquidity planning matters more than asset allocation. We model your capital call obligations, expected distributions, and liquid reserves.
Tax-aware coordination
K-1s, phantom income, carry taxation, deferred comp distribution strategy. We coordinate with your CPA and make sure every decision is optimized across the full tax picture.
Compliance-aware execution
We understand pre-clearance, personal trading policies, and blackout windows. We work within your firm's compliance framework without requiring you to explain it from scratch every quarter.
- Complete compensation and net worth mapping across liquid and illiquid holdings
- Capital call tracking and liquidity reserve modeling
- Deferred comp distribution and exercise strategy
- Estate planning coordination, we'll actually get it done
- Ongoing portfolio management with tax-loss harvesting
- Quarterly reviews that respect your time
Let's have a real conversation.
No pitch deck. No model portfolio walkthrough. Just a conversation between people who speak the same language.
Get In Touch → ✻ Invest Beautifully ✻