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The Northstar Group at Compound Planning
You have big goals, we have the roadmap to achieve them.
We Do Things Differently By Design
We combine the best of financial planning, investment management, and tax strategy.
Full Service
For a single fee we provide financial planning, investing, and tax services for every client. Our team manages the many critical aspects of building wealth, not just investing.
Fiduciary
We act in your best interest, and not just because it's legally required. Our compensation comes only from our clients, ensuring our advice is unbiased and focused solely on your needs.
Diverse Expertise
Our team brings a broad and deep range of education, experience, and expertise. Your family's wealth and financial future is managed by experts with deep knowledge and diverse wisdom.
The Northstar Group at Compound
A single place to
manage your wealth
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.
Resources to help
manage your wealth
Explore upcoming events, market updates, and our curated library of personal finance articles.
Upcoming Events
Tax and Liquidity Strategies for the SpaceX IPO
May 19, 2026 • 7:00 PM EST
Market Update
The curated library of wealth planning resources for entrepreneurs, professionals, and retirees.
Your financial freedom
starts here
