Bill LeBoeuf is a highly experienced financial advisor and portfolio manager with over 31 years of wealth management experience. At Compound Planning, Bill works with a small but influential group of investors, business owners, and entrepreneurs, providing customized financial solutions that underscore capital preservation and income. Bill’s client list includes many current and former business owners that have had significant liquidity events, attorneys that see the benefits of non-traditional investments such as private equity and direct lending, and clients that have a need to plan their wealth transfer to the next generation. With his ex...

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