Our Holistic Approach

Our approach is based around your family, your individual situation, your unique risk tolerance, and your financial future. We believe in building plans from the bottom up, investment by investment, and then turning around and analyzing it from the top down

About Us

We’ve been working with founders, entrepreneurs, and executives for more than 30 years, leveraging our vast experience working in Silicon Valley. We understand that business owners face unique complexities when it comes to organizing and effectively managing their personal and business affairs. We specialize in helping you plan for the potential pitfalls that come with owning a business and will guide and work with you every step of the way.

Leveraging Stifel’s Resources

We leverage Stifel’s more than 130 years of experience and have access to the firm’s incredible intellectual capital, including our investment strategy team, wealth planning professionals, trust affiliates, and estate planning services. We offer robust planning services that help clients connect their portfolio strategy with their goals.

We offer an array of investment services that draw off the firm’s robust due diligence capabilities in the equity, fixed income, and alternative asset classes.

Our investment bank is a market leader in the middle market, which allows us to have a unique perspective on emerging managers on our platform. We also engage with our investment banking group to help evaluate these entrepreneurial companies and participate in offerings when there are private direct investments available.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.