family office, financial advisor, & Wealth management
what we do
Private wealth management
financial planning
tax strategies
Estate planning
Risk management
Alternative assets
private markets
who we are
fiduciary multi-family office platform
20+ years of investment banking & portfolio advisory experience
Independent fee-only advice
Transparent costs
no in-house products and we don’t accept commissions
assets custodied by goldman sachs
get the help you need
experienced fiduciary advisors
20+ years of investment banking & institutional advisory experience multi-asset public and private portfolio construction
billy desai, cfa, mba
20+ years OF INSTITUTIONAL ADVISORY
Formerly at Merrill lynch, credit suisse, invesco, lehman brothers, polar capital, and societe generale
MBA IESE Business School
B.S. McGill University
CFA® charter holder
billy@acpfo.com
dan@acpfo.com
if you prefer to speak with us, please feel welcome to arrange a call via the link: here