For founders & operating owners
You built the business.
We help you build what comes next.
Most advisors meet you at the closing table. By then, the deal shape is set and the tax strategy is frozen. We work backward from the life you want after you sell — and coordinate the value acceleration, transition, and wealth work that gets you there.
CEPA & EPI-affiliated · Fiduciary, always
The full-cycle journey
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Advisory Solutions
With Sandro, you get access to a thoughtfully designed, full-spectrum wealth platform that combines expertise and advice to cover all of the following services
Active listening
Sandro and your advisor establish your financial statement of purpose — the values that define your goals, preferences, and financial success. This ensures an alignment with your financial and estate plan and investment portfolio.
Goals-based approach
Working with you and your advisor, our Portfolio Strategist develops a specific portfolio tailored to your liquidity, cash flow, wealth preservation, and estate planning objectives. We continuously evolve the plan and portfolio as your lifestyle and goals change.
Research- informed decisions
Our research team performs qualitative and quantitative analysis on the determinants influencing your investment portfolio. These include strategic asset allocation, capital markets returns and economic factors.
One trusted team
Led by your advisor, we deliver the full range of your wealth management advisory solutions—over your lifetime.
