Who we work with
We don't work with everyone. We work with you.
Private equity professionals & investors
Most advisors treat private equity as a line item. We treat it as a cornerstone.
Whether you are a fund manager, a limited partner, an operator with equity in a portfolio company, or a high-net-worth investor looking to allocate to private markets, you need a team that understands the complexity before you finish explaining it.
We advise clients on illiquid holdings, concentrated positions, capital calls, distributions, and liquidity events. What you do in the months before and after a liquidity event often have a greater impact than the event itself.
Few advisory teams arrive at this table already fluent. Tracey's two decades of experience advising executives, founders, and private equity professionals anchors Hyperion's approach; backed by RBC's investment banking capabilities, we are well positioned to engage with the complexity of your situation from day one.
If your advisor has never discussed your carry, your co-invest, your LP exposure, or what happens the day after your liquidity event, it may be time for a second opinion.
Corporate executives
Your compensation is sophisticated. Your advisor should be too.
Equity awards, deferred compensation, stock options, concentrated positions, and executive benefit plans require a different level of planning precision. We work with executives at every stage — from a new compensation package, to a liquidity event, to life after the career — with the goal of helping your professional success translate into lasting personal wealth.
You have spent years building your compensation. We help you make the most of it.
Business owners
You have built something. Now comes the harder question: what do you do with it?
Whether you are years away from an exit or actively exploring your options, the decisions you make now will shape the outcome. We work with business owners through every stage — growth, transition, sale, and beyond. Evan's CEPA® designation and our team's deep experience with founder-led and family-owned businesses mean we have sat across the table from owners facing exactly what you are facing.
Your business may be your greatest asset. We work to help it become the foundation for everything that follows.
Multigenerational families
Wealth transfer is not an event. It is a process, and it begins long before most people think.
We engage with couples, partners, parents, and adult children, so that every member of your family has access to the same strategic guidance — not just the primary wealth holder. Backed by the full resources of RBC Wealth Management, including trust services, banking solutions, and customized estate planning, we help families build the structures and conversations that can make transitions smoother and legacies more lasting.
The families who plan across generations don't just preserve wealth. They strengthen it.
Ready to have a different kind of conversation?
We work best with clients who value depth over volume and long-term relationships over transactional advice. If that sounds like the partnership you have been looking for, we welcome the opportunity to connect.
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