Building multigenerational wealth for Bay Area executives and founders — and for professional golfers turning a career on the leaderboard into a legacy off it.
Book a conversationA plan built line by line
Cashflow Management
Turning income — a paycheck, a purse, or a liquidity event — into a durable, sustainable plan.
Pre-IPO Equity Compensation
RSUs, options, and ownership stakes structured before the liquidity event — not scrambled together after.
Estate Planning
Wealth that passes cleanly to the next generation, by design rather than by accident.
Family Office for Athletes
From NIL deals and mini-tour grinding to the DP World Tour and the PGA Tour — a team built for a career with a short runway.
A Bay Area advisor with two very different fairways
A Bay Area-based financial advisor specializing in multigenerational wealth building and pre-IPO equity compensation — with a special focus on professional golfers navigating NIL deals, the PGA Tour, the DP World Tour, and the minor tours in between.
Whether the income is a salary, a stock grant, or a winner's check, the work is the same: build a plan sturdy enough to outlast any single year.