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Modern wealth management forcorporate executives at public companies
Concentrated stock
10b5-1 plans
Trading windows
Stock options
Restricted Stock Units
Alternative investments
Alternative Minimum Tax
Annual gifting
Managing taxes
Estate planning
Concentrated stock
10b5-1 plans
Trading windows
Stock options
Restricted Stock Units
Alternative investments
Alternative Minimum Tax
Annual gifting
Managing taxes
Estate planning
You’re operating at the highest level.Your finances should too.
You’ve worked your way to the top. Now it’s about protecting what you’ve built.
You’ve spent years making high-stakes decisions for your company—and now your personal finances demand that same level of rigor. But finding time to plan around equity cliffs, stock sales, and SEC filings is hard when you’re navigating earnings calls, board meetings, and market scrutiny. That’s where we come in. We specialize in working with CEOs, CFOs, and senior executives at publicly traded companies. Whether you’re managing a concentrated position or planning your next chapter, we bring clarity and coordination to your complex financial life.
From the Manual
We’ve written a number of articles about how to navigate your personal finances as a busy professional.
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Estate deep dive
An estate plan is the set of instructions on what to do about you after you’re dead. Since you’re dead, you can’t handle your own affairs yourself anymore, so...
Navigating Life Transitions as a Busy Executive
As a busy executive, you're no stranger to change. Whether it's starting a family, buying a new home, or reassessing your work-life balance, life transitions can have a profound impact on your financial and personal well-being.
Stock Options 101
Your stock options represent the right to purchase shares of your company at a fixed price, known as the exercise price. You earn the right to exercise your...
Your team, built around you
We combine the best of financial planning, investment strategy, and tax guidance — all tailored to your life as an executive.
Steve Dean
Chief Investment Officer
30+ years experience
Shannon Lynch
Principal & Senior Wealth Advisor
12+ years experience
Jonny Jonson
Senior VP & Wealth Advisor
12+ years experience
Dimitry Farberov
Principal and Senior Wealth Advisor
19+ years experience
Kevin Lors
Principal & Senior Wealth Advisor
23+ years experience
Ian Wymore
Principal & Senior Wealth Advisor
13+ years experience
Brad Porter
Director of Growth, Senior Wealth Advisor
10+ years experience
We focus on your financesyou focus on your company, family, and legacy
We help you
diversify your investments
We’ll help you build an endowment-quality portfolio containing public investments and private opportunities across real estate, venture capital, and fixed credit.
Compound portfolios include tax-loss harvesting and are automatically rebalanced when the market changes.
We help you
manage your taxes
We’ll help you understand the tax implications of major decisions:- What if I sell my equity at $price?
- What if I move from New York to Texas?
- What if I rent out my New York property?
We help you
borrow more efficiently
We’ll source a range of financing options—across portfolio lines of credit, startup-equity-backed loans, mortgages, and more—to help you borrow money to most effectively achieve your goals.
We help you
retire with confidence
If you’re like many of our clients who are currently in or approaching retirement, you likely have many questions about your finances:- Do I have enough assets to maintain my lifestyle?
- Which accounts should I use for cash flow?
- How can I protect my assets for future generations?
We can help you
plan your estate
We can help you design and implement your estate plan. We’ll guide you through the pros and cons of revocable and irrevocable trusts (GRATs, SLATs, etc.) to help you create the right plan for your family.
Ask us anything
We can help you prepare for an IPO, plan for a family, or set up a donor-advised fund. And if you ever have an ad-hoc request (“Transfer $amount to Founders Fund for my Q1 capital call”), just email the concierge, and we’ll take care of it.
Your personal finance department
