Entrepreneurs and business owners

We work with entrepreneurial clients who want us as an extension of their team—not just a portfolio manager, but someone who understands what it took to build the business and what’s at stake in every major decision.

We’ve walked alongside clients through every phase of the business lifecycle, including:

  • Business formation and early funding decisions
  • Equity compensation strategy—stock options, founder stock and Qualified Small Business Stock (QSBS)
  • Pre-IPO planning for founders and key team members
  • M&A transactions—structuring, team incentives and post-close wealth planning
  • Executive benefit and compensation design
  • Income and estate tax strategy
  • Concentrated stock management and thoughtful diversification

For business owners who’ve spent years building something, the financial decisions around a sale or liquidity event are often the most consequential of their lives. We take that seriously.

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