The founder of a successful business took his company public in an IPO. After this liquidity event, he needed to create a personalized investment strategy to manage his assets and address his family's short- and long-term financial needs, which were not fully identified.


We would guide the entrepreneur through our strategic planning process, which include a full assessment of his family's goals and needs. His Senior Client Executive would assemble a personalized team of experts specifically suited for the client’s unique situation—including skilled investment management, philanthropy, tax, and estate planning professionals.

Three solutions could be implemented to help the entrepreneur and his family:

  • Multi-goal planning that covers the client's investments, trust and estate issues, tax optimization, risk management, and philanthropy goals
  • Portfolio construction that helps mitigate short-term risk, diversify, and partially hedge the concentrated stock position he had when his company went public
  • Financial education for the family, empowering them with the knowledge they need to make informed long-term decisions

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