A unique perspective.

As a practice deeply rooted in the entrepreneurial economy, we have the privilege of witnessing the creation of extraordinary wealth. Yet, the intense focus required to build or identify the next transformative company or technology often leaves venture capital professionals with limited time to address their own financial affairs. This lack of attention to personal financial well-being can expose families and legacies to unnecessary risk – and may result in missed opportunities to optimize and preserve wealth.

We established ABVCS Wealth Advisory & Family Office Services (WAFOS) practice as a strategic extension of our core distribution platform. It is designed to bridge the critical gap between wealth creation through venture capital investments and long-term wealth preservation through disciplined financial planning – all delivered within the same trusted infrastructure that venture capital funds have relied on for years.

Our mission is to deliver comprehensive, institutional-caliber private wealth and family office services tailored to the unique needs of venture capital professionals, entrepreneurs and their families. We are committed to providing strategic guidance across the full spectrum of wealth management from pre-liquidity planning and investment structuring to intergenerational wealth transfer and philanthropic legacy. With a deep understanding of the venture ecosystem and the entrepreneurial mindset, we serve as dedicated advisors through every stage of the wealth lifecycle. Our approach integrates sophisticated financial planning, tax optimization, estate structuring and governance advisory to help ensure long-term preservation and purposeful deployment of capital. We strive to build enduring relationships grounded in discretion, integrity and alignment of interests – empowering our clients to navigate complexity, seize opportunity and steward their wealth with clarity and confidence across generations.

A Strategic Foundation for Building Financial Clarity and Confidence

For individuals who have achieved financial success but have yet to formalize a wealth management strategy, we offer a clear and trusted path forward. Our practice specializes in guiding first-time clients through the complexities of personal finance from investment planning and tax strategy to estate structuring and risk management.

We understand that navigating wealth without a plan can feel overwhelming or uncertain. That’s why we provide a highly personalized, education-driven approach that meets you where you are. Whether you're managing newfound liquidity, preparing for a major life event or simply seeking clarity, our team delivers the tools, insights and support to help you take control of your financial future with confidence, discretion and purpose.

Enhancing Sophistication, Expanding Perspective

For clients with an existing wealth management framework or family office, we offer a complementary layer of strategic insight, institutional-grade capabilities and venture-specific expertise. Our practice is designed to integrate seamlessly with your current advisors or infrastructure, bringing fresh perspective, advanced planning strategies and access to specialized resources aligned with the unique dynamics of the venture capital ecosystem. Whether it's optimizing ownership structures, navigating complex liquidity events or refining multi-generational planning, we deliver value through collaboration, not disruption. Our goal is to elevate your financial strategy, helping ensure it remains agile, forward-looking and aligned with both your personal and professional ambitions.