Designed For You
Build and preserve generational wealth
For entrepreneurs, founders and their families we provide highly bespoke advice and advisory that encompasses private wealth, family, and business. We specialize in providing holistic wealth advisory to individuals and families with private business interests, and help them manage the complexities of wealth and business.
Strategic advice, designed for you
Every family’s wealth and goals are different. We develop long-term, personal relationships with every family to help them compound their wealth for future generations.
The expertise needed to serve Founders, CEOs, wealth creators, and multi-generational families of complex wealth is continuously evolving. Our multi-disciplinary team engages directly with you to develop a family wealth strategy, and has the resources to implement and help you achieve your goals.
We offer a breadth of services spanning wealth planning, investment management, business advisory and personal financial administration services that can be accessed individually, or holistically. Our platform is designed around the complex needs of entrepreneurial individuals and families.
Sophisticated Services for Families and Founders with Complex Needs
Defiant Capital Group’s private wealth management and investment advisory services encompass a variety of comprehensive services across the financial landscape.
Our team acts as a central point of contact for our clients, working to coordinate all the aspects of their financial life.
We work with clients and advise on the complexities of life such as business transitions, wealth transfers, and stock options vestings.
Goals-Based Financial Planning
We provide strategic advice to help clients achieve their long-term goals.
We leverage our experience and network to provide access to unique and niche private investment opportunities.
We work with clients to develop proactive solutions to maximize the net, after-tax dollars they receive.
Business Sale Advisory
Whether going through a business sale, or before, we help clients structure their lives and business to prepare for the transition.
Strategies for clients to protect families, plan legacies, and prepare for the future.
We have a network of tax, estate, insurance, legal and lending professionals to partner with us for the complex needs of our clients.
start a conversATION today
Simplify your Financial World
Our comprehensive strategic wealth advisory services help manage all the complex financial aspects of your life. We bring together the resources you need across financial and planning disciplines.
Develop a plan today for your family’s future with wealth advisory, investment management, and business exit strategies.
Follow through on your plan and build your family’s legacy.
Our firm acts as your family office and central contact point to streamline your life so you can enjoy what matters most.
Defiant /de·fi·ant/ /dəˈfīənt/
Success requires long-term vision and the ability to challenge conventional thinking.
The word DEFIANT embodies the bold conviction and determination needed to do so.