Overview

My business partner and I are in the process of building something special and we are looking to help retiring advisors transition their businesses or to partner with advisors looking for a new home. Our offering includes Multi-family office services along with private deals in venture capital, real estate, and other alternative options. We'd love to chat and tell you about what we're creating and to see if we'd be a good fit for you and your clients. Much of the information in the profile will be changing, but we'll fill you in when we chat.

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