Meghan Railey | Source | Founder at Optas

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.