Founders after exit
Liquidity planning for founders shifting from company risk to family capital stewardship.
See planning priorities
Independent wealth advisory
Wealth, considered.
Independent advice for founders, executives and families — one fee, no products to sell.
- Equities54%
- Fixed income26%
- Alternatives12%
- Cash8%
$1.8B advised
Fee-only
Fiduciary
Since 2009
Who we serve
View all audiencesExecutives with equity
Compensation strategy for executives balancing cash flow, vesting, and concentration.
See planning prioritiesFamilies across generations
Long-horizon planning for households managing business assets, estates, and education goals.
See planning prioritiesNewly independent professionals
Planning for professionals navigating partner income, business formation, and personal investing.
See planning prioritiesServices
All servicesFinancial planning
Planning architecture
Integrated cash-flow, tax, and risk planning with a ten-year decision map.
Read service scopePortfolio management
Investment policy management
Disciplined portfolio construction grounded in policy, diversification, and costs.
Read service scopeExecutive advisory
Equity compensation strategy
Option exercise, RSU release, and concentrated stock plans with tax sequencing.
Read service scopeFamily planning
Estate coordination
Intergenerational planning aligned with legal structures and family governance.
Read service scopeImpact planning
Philanthropy design
Strategic giving frameworks for families and founders who want measurable outcomes.
Read service scopeComplexity management
Family office liaison
Quarterback support across tax, legal, accounting, and reporting providers.
Read service scopeApproach
A planning cadence built for decades
- Define goals, constraints, and risk boundaries.
- Design policy and allocation ranges.
- Implement with tax-aware sequencing.
- Review quarterly and reset annually.
Transparent fees
Fee policy$0 to $2M1.00% annual advisory fee
$2M to $5M0.80% annual advisory fee
$5M to $10M0.60% annual advisory fee
$10M to $25M0.45% annual advisory fee
$25M+Custom blended schedule
Partner
Aria N. Cole
Aria leads firmwide planning architecture and works with founder households after major liquidity events.
Chartered wealth strategist
Partner, Investments
Jonah Reyes
Jonah oversees allocation design, manager selection, and portfolio risk controls for multi-decade mandates.
Investment policy specialist
Director, Client Strategy
Mina Solberg
Mina translates complex plans into practical quarterly actions and coordinates across legal and tax advisers.
Certified financial planner
Insights
Read all notes10 Oct 2026 · 6 min read
Planning liquidity after an exit
A practical sequencing framework for reserve building, tax funding, and long-term deployment.
Read note02 Oct 2026 · 5 min read
What a policy statement actually does
Why policy documents are operating tools, not compliance paperwork.
Read note25 Sep 2026 · 7 min read
Tax-aware rebalancing in practice
Rebalancing discipline that protects policy targets while minimizing avoidable tax friction.
Read note
Disclosures
Past performance does not guarantee future results. All investments involve risk, including possible loss of principal.
Asset allocation and diversification do not ensure a profit and do not protect against losses in declining markets.
This website provides general information and does not constitute personalized legal, tax, or investment advice.
Read full disclosures
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