We have more than 60 years of combined financial and wealth planning experience in family offices, and each of our founders takes a hands-on, deeply personal approach to your wealth management. Because we take on a limited number of clients, we’re able to grow with you as your needs evolve.
Maya has been a trusted advisor to ultra-high net-worth individuals and families for more than 20 years in her roles as family office executive, wealth strategist, and estate & tax planning attorney. She specializes in customized estate and multigenerational planning, strategic wealth planning solutions, creative philanthropic strategies, and education of rising generations. During her career, Maya served as general counsel to a single family office for 12 years and was vice president and senior wealth planner at PNC Wealth Management. She also practiced law for nine years at two prominent Philadelphia law firms specializing in estate & tax planning and litigation and clerked for a federal judge. Maya has hands-on experience with direct venture capital investments and has worked closely with several CEOs of early-stage companies in the US and Singapore. She is a member of the bar in PA, NJ and NY and is a member of the American Bar Association and various family office organizations. Maya is fluent in Russian and enjoys hiking and fitness, travel with her family, and public radio.
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Cynthia has been a trusted client advisor for more than 20 years, fostering deep relationships with her ultra-high net-worth clients. During her 25-year career, Cynthia has served as the chief financial officer for two single-family offices overseeing all operations, financial planning, tax compliance, and investment monitoring. For 10 years, she also successfully owned and operated a boutique multi-family office providing wealth management services for a limited number of ultra-high net-worth families in the Midwest. She has served on a number of non-profit boards of directors in the areas of public television, the arts, social justice and higher education. Her current interests involve environmental issues and mentoring young adults.
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Michelle has 20 years of experience as a trusted advisor to ultra-high net-worth families, providing solutions for complex wealth management issues. She was formerly the chief operating officer and chief compliance officer at Ohana Advisors where she was responsible for establishing and executing the strategic objectives of the multi-family office, as well as being an active member of the investment committee. Michelle is fluent in Spanish and is a Certified Financial Planner®. Michelle is on the programs committee for Financial Women of San Francisco, as well as a member of the San Francisco Estate Planning Council, Women in Family Office (San Francisco Chapter), and a Bay Area group of successful women leaders in the family office industry. Michelle is passionate about her family, the outdoors, and mentoring women in leadership and professional development.
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Our Advisory Board
Cozen O’Connor Public Strategies
Mark is the chairman of Cozen O'Connor Public Strategies, ranked as one of the top 100 law firms in the country. He’s been a member of the 57th Electoral College, the Obama-Biden Presidential Transition Team, and the Board of Directors of the NASDAQ Futures Exchange, among many other organizations and associations. He’s also a regular contributor on political and policy topics with recent appearances in Fortune, CNN, CNBC, and U.S. News & World Report.
Lopa is a business strategist who partners with and invests in select entrepreneurs facing growth inflection points. The areas of focus are tech, retail, and hospitality. For 15 years prior, she was a lead strategist and marketing exec working with businesses like Nike, Seventh Generation, Mars, The New York Times, and Vera Wang.
Frank Levinson, Phd
Phoenix Venture Partners
Frank is a venture partner and co-founder of Phoenix Venture Partners, as well as managing director of the Small World Group Incubator. He has an exceptional 30-year track record of starting and building Advanced Materials-enabled companies in the IT sector. Most notably, he was the founder, chief technology officer, and chairman of Finisar Corporation (NASDAQ:FNSR), which he built into a multi-billion dollar optical components and subsystems supplier, growing revenue from zero to over $500 million in annual sales.
COO + Managing Director
Makena Capital Management
Bill is the chief operating officer and a managing director of Makena Capital Management, a global, multi-asset class investment manager. Prior to joining Makena in 2006, he was the President and CEO of Valchemy, a financial services technology company he led from initial funding in 2002 until it was acquired by IBM. He serves on the Board of Western Technology Investment, a registered venture-debt investment firm.
Through her consultancy, Jen works with companies and nonprofits to create and execute strategic plans and tactics to help them accomplish their goals and improve their business. She has worked with global corporations like Hewlett-Packard and Carlson Companies, as well as with WebMD when it was in its start-up phase.