Who We Help
From Startup through Exit we have found that our expertise is best leveraged by the following types of people:
- Founders/Business Owners
- Employee Stock Holders
- C-Level Executives
- Their Families
These people tend to be:
- Married with children or would like to get married and have children
- Enjoy traveling and experiencing new things
- Comfortable with and embrace technology
- View & use money as a tool, not the end all be all
- Have household incomes over $100,000 or expect to in the next 2-3 years
- Have created or expect to create wealth through an exit from a business transaction
Do you share some of these similarities?
Our advisor services were designed for people like you.
What are our prices?