Leading Family Office Advisory Experts

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.

Flavio merges his in-depth knowledge of trading, portfolio analysis and investments to deliver truly holistic Financial Planning rooted in a long-term approach. In addition, he applies his diverse professional experience and his time living abroad to guide clients through the nuances of both domestic and international markets, helping high-net-worth individuals and millennials address everything from portfolio rebalances, Retirement Planning, estate planning to generational wealth transfer. A graduate of Florida International University, Flavio holds a bachelor’s degree in economics and a minor in international relations. He also holds an MBA from Nova Southeastern University, as well as his CERTIFIED FINANCIAL PLANNERTM certification from Bryant University, Certified Investment Management AnalystSM designation from the Yale School of Management, and Series 7 and 66 securities licenses.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Hailey Widrig, founder of Art Partners Advisory, is a seasoned art advisor and appraiser specializing in 20th-21st Century Fine Art and Photography. With over 15 years of experience in the art world, Hailey has analysed thousands of artworks from galleries, artists and auction houses on behalf of clients. A member of Association of Professional Art Advisors and an accredited member of the Appraisers Association of America, she provides USPAP-compliant art appraisals for insurance, donations and estates. Hailey is the only art advisor holding these qualifications in Paris, France, where she has lived since 2014. Her unique position in the art market allows her to work with private collectors and corporate clients to build and maintain some of the most significant art collections in Europe and abroad. Hailey is fluent in both English and French languages.

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.

I started my journey as an entrepreneur and operator, that entrepreneurial spirit remains at the heart of who I am today. Along the way, I discovered my true passion: helping businesses grow, transform, and achieve their big-picture goals. With expertise in M&A Advisory/Corporate Finance and Private Equity, I’ve had the privilege of working on both buy-side and sell-side deals.My foundation is built on a genuine interest and love for business and a solid understanding and passion for Corporate Finance which is complemented by hands-on experience in strategic advisory, negotiation, financial modelling, investment management and deal-making. Whether it’s closing a deal or brainstorming the next big move, I thrive on challenges and love connecting with like-minded professionals. Let’s connect!

Results oriented leader with a 25+ year track record of success as an investment banker - adept at building relationships, developing business opportunities, determining and implementing strategic initiatives, leading teams, providing solutions to complex business issues, and executing and closing transactions in high pressure, high value and time-sensitive situations.Credentials, associations and activities - FINRA Investment Banking Representative; ACG Los Angeles member (Sponsorship Committee); the University of Michigan Alumni Association; Jonathan Club. I'm involved in several great charitable organizations including West Coast Care ("WCC"), a homeless charity where I sit on the board. WCC is a highly impactful organization and I would welcome an opportunity to share its mission with you.

I assist funds and corporates with business and asset valuations. Our company focuses on tax and financial reporting (including audit support), estate planning, strategic financial models and appraisals, as well as buy-side and sell-side transaction support. jordi.pujol@objectivecp.com

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

Experienced Vice President of Risk Management with a demonstrated history of working in the financial services industry. Strong data professional skilled in SQL, Risk Management, Analytics, Banking, Securities, and Investment Banking.

My WHY: To guide others on the path to financial success so that they may delegate management of their wealth and enjoy other activities in their life.

After graduating from Osgoode Hall Law School, Andrew Feldstein established Feldstein Family Law Group in 1994. The firm has now grown to include eleven Family Law lawyers and a strong, dynamic support staff. As the senior lawyer in the firm, Andrew makes it his personal goal to achieve optimal results for all Clients of the firm. Andrew’s passion for Family Law has directed his practice to focus exclusively on this area of law. Andrew created the 'Ask Andrew' show, a one-hour, phone-in, question and answer show that is streamed live on to YouTube and Facebook. Callers can text, email, call, Facebook message or YouTube comment their questions. All of the questions are answered are answered for free. Please see separation.ca for disclaimer information.

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

As a Senior Wealth Advisor and Partner at Croak Capital, I specialize in guiding high net worth families through the complexities of wealth. My approach blends technical financial expertise with an understanding of what matters most to my families. Whether its designing multi-generational estate plans, managing concentrated equity positions, or investing in private assets including private equity, hedge funds, or real estate I bring clarity to complexity. I believe true wealth advising goes beyond investments - it's about stewardship. That's why I regularly contribute insights on private wealth trends, family governance, and client experience excellence. If you're seeking a partner who can serve as your families CFO, quarterback your financial life, and bring a white-glove level of service, I and my team are here to help.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

I am a business writer and executive advisor with work featured in Forbes, Fast Company and CEO Official Magazine. For 10 years, I have served as the right-hand strategist to the C-Suite, Founders, Diplomats and Military Leaders. I have led and advised on domestic and international business turnarounds, restructurings, and scale-ups. As a trusted business advisor to senior executives, I serve as a confidante who understands the intricacies of their work, the pressures of performance, and the challenges of transformation. Since 2020, I have had the great privilege of leading large global teams and coaching Fortune 500 executives as they make critical pivots in their business and strategy.

Experienced Chief Executive Officer with a demonstrated history of working in the financial services industry. Strong community and social services professional skilled in Asset Management, Team Building, Equities, Tax, and Investment Advisory.