Solutions for
Founders & Entrepreneurs
A platform for serving pre- and post-exit founders begins with the belief that the solution is the process itself: a system that captures every variable, an expert team assembled around your ideal outcome, and the staying power to support stakeholder goals through the lifecycle of private company ownership.
We work with founders and entrepreneurs who see life not as “business” or “personal,” but as one seamless journey defined by pivotal decision points.
Whether you are scaling, preparing an exit, contemplating an ESOP, or unlocking growth capital, we can help you and your team think through and implement a solution at key decision points to bridge business strategy with family aspirations.
The Infrastructure
To Execute
- Conflict-Free Transaction Advice
- Special Asset Lending
- Business Cash Management
- Multi-Custody Lending Execution
- In-House Asset Management
- Private Banking Solutions
- Trust Services
- Family Governance, Gifting & Legacy Planning
- Investment Banking Integration
- Corporate Retirement Plan Solutions
- Income Replacement & Optimization Strategies
- Consolidated Reporting
Serving founders and entrepreneurs requires seasoned execution, specialized resources, and the ability to coordinate solutions across complex ownership structures, including businesses, investments, and estate plans. With more than two decades of direct experience, our team has developed the in-house capabilities and proven processes to deliver results — repeatedly, across generations.
Every relationship begins with a conversation.