Founder of Optas Capital, which serves as a multi family office to people who suddenly find themselves with a lot of wealth. People who realize they now need to navigate relationships much more carefully, think about managing their privacy and multi-task with half a dozen specialists from CPAs to estate planners to house staff – let alone process what is happening on a personal level. My business partner and I work with a small group of self-made earners who share our values of respect and relevance so we can offer spot-on guidance, service and opportunity.
We have expertise in navigating the experience of first generation wealth. We also have experience launching and operating an independent registered investment advisory firm which serves ultra high net worth individuals and families.
After exploring our options, launching as an RIA was the natural progression. This decision provides us with the flexibility to work directly with our clients and tailor our service offering to meet their evolving needs. Our clients’ new-found wealth touches every facet of their lives. We’re well-equipped to help them navigate whatever complexities come their way.3 January 2020