Professional Advisors

Tailored Wealth Strategies for Your Unique Business

We work with entrepreneurs who have built substantial wealth and seek customized strategies to manage and grow their fortunes. Our wealth planning discipline, comprehensive reporting, and holistic approach to advising on a client’s total balance sheet are essential
for private business owners.

Because Experience Matters

Our depth of experience and ability to leverage Alvarez & Marsal’s global network provides a unique offering for those looking to transition business ownership, whether within their family or through an external sale. Our advisory approach ensures we sit on the same side of the table as our clients, guiding them through their most critical financial decisions.

Empowered & Strategic Decision Making

Financial sponsor principals and C-suite executives often have significant portions of their wealth tied up in illiquid private or restricted holdings, making strategic wealth planning crucial. Whether it’s fine art, luxury or commercial real estate, or alternative investments, we provide tailored strategies to manage and maximize the value of these unique assets.