Expect Excellence

Experience Exceptional

We guide financial decisions for ultra-high-net-worth individuals + families, delivering the highest standard of stewardship + service.

Aligning People + Ideas + Assets

Every detail considered.
Every outcome examined.

We work closely with our clients to organize often complex financial structures and support investment decisions + lifestyle management in an ever-evolving landscape of needs, priorities, and expectations.

Our curated process creates complete financial confidence.

Discover

Align

Analyze

Design

Execute

Steward

M+ SERVICES

Premium Financing

Our process removes the guesswork from Premium Finance Life Insurance, combining a calculated, conservative approach with the concierge experience advisors and clients deserve.

M+ SERVICES

Private Client Services

We are a trusted partner for a select group of successful 
individuals + families, guiding decisions with the care, 
discretion, and creativity that complex wealth demands.

M+ SERVICES

Wealth Management

Managing significant wealth requires more than financial
insight. It demands alignment with the full scope of your life, family priorities, professional structures, and long-term vision.

M+ SERVICES

We Solve for the Unknown

From financial changes to life’s unexpected turns, we prepare not just for the expected but for the unknown. Our strategies are built to adapt, ensuring your plan absorbs disruption without faltering. While others react, you’re already ahead.

We don’t just manage wealth. We honor it.

“Built on trust, our work reflects your values, legacy, and life.”

KULDEEP S. MADAN, FOUNDER + CEO

Our Leadership

We’re visionaries with the expertise you deserve.

Kuldeep S. Madan

Founder + CEO

Aaron Hughes

COO + Senior Partner

Alex Aderman

Senior Partner + Advisor

Rita Ryan, J.D., LL.M

CFO + Head of Private Client Services

Abhishek Joshi

CTO

Griffin Price

CMO
Priority Access

Your legacy deserves more than a plan.

We work exclusively with families who require discretion, demand integrity, and expect the highest standards of service.