Leading Family Office Advisory Experts

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

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.

Just a guy trying to help clients navigate the complex world of 'finance'. Proud partner of a leading multi family office within the UK.

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.

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.

Adam has over 25 years of experience in private funds and asset management compliance. Prior to joining Optima, Adam was a Partner & CCO of J. Goldman & Co., L.P. (JGC), an SEC and NFA registered global multi-strategy/multi-manager hedge fund with long/short equity and quant strategies comprising several billion in AUM, for over a decade. Adam served on JGC’s Operating Committee, led governance restructuring, jointly oversaw the HR, IR, Operations, and IT Departments, and managed all legal, regulatory, and compliance matters globally. Previously, Adam was the Global CCO of John A. Levin & Co. (f.k.a BKF Asset Management, Inc.) and held management positions on the sell side at several regional wire houses including Ladenburg Thalmann & Co. and Gruntal & Co. Adam is a regular contributor to various investment industry periodicals and frequently speaks at industry events on a wide range of topics, including insider trading, trade desk oversight, data integrity/ big data/AI compliance, third party vendor due-diligence, CCO liability and managing regulatory examinations/investigations. In 2016, Adam was invited by the SEC to speak at their Annual National CCO Outreach program. Adam also served on the Board of Directors of The National Society of Compliance Professionals (“NSCP”) from 2010-2018, where he created and chaired the NSCP Private Funds Committee and NSCP Regulatory Interchanges. Adam works with private funds and wealth managers of varying sizes, strategy and complexities including, hedge, quant, private equity, real estate, and venture capital to build out practical compliance programs and provide ongoing regulatory compliance advice and support. Adam manages numerous regulatory examinations and inquiries and works with clients in undertaking mock examinations to ensure preparedness.

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.

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.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

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.

Gaurav Shah is the Managing Partner at Arete Ventures, advising founders, early-stage teams, and institutional investors across the US, EU, UK and India, with extensive experience in the Silicon Valley ecosystem. Over the past 19+ years, he has worked across the full spectrum of entrepreneurship and private capital; from guiding startups on market signals, traction, fundraising, and scaling decisions to supporting investment firms on due diligence, M&A, portfolio value creation, and performance improvement. He brings a blended operator–investor perspective, having evaluated hundreds of companies for institutional investors (PE, VC, hedge funds, and family offices) while also working directly with investor backed entrepreneurs on strategy, product-market fit, and execution. His pattern-recognition across both sides of the table allows him to translate real market truths into practical, founder-ready insights. He further serves on the investment committee (IC) for venture capital firms and advises board members actively across US & EU. Focus Areas Entrepreneurship & Startup Advisory: product-market fit, early traction, market validation, GTM strategy, fundraising readiness, founder coaching Institutional Investor Advisory (buy side): commercial & technical due diligence, M&A strategy, competitive intelligence, investment memos, portfolio performance improvement Sectors: AI, SaaS, fintech, blockchain, climate-tech, renewable energy, Web 3.0, deeptech, life sciences and other frontier technologies

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.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

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!

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As both a tax attorney and wealth consultant, I offer clients a 360-degree view of their financial lives—from tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

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

Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice. A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective. Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan.