Wealth management for people
from leading tech companies
You get a dedicated team of financial, tax, and investment advisors. Their job is to help you make the best possible decisions.
We give you access to vetted private investment opportunities. We can also file your taxes, help you set up a trust, and secure a portfolio line of credit.
Our dashboard automatically tracks your net worth, models your taxes, organizes your financial documents, and projects your cash flow.
We provide an entirely personalized experience streamlined by technology.
We measure our success by the impact we have on our clients’ lives.
Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to.
But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.