Private Equity Professionals
Tailored Wealth Strategies for Private Equity Professionals
Built for those who navigate complex financial structures and long-term outcomes.
Built for those who navigate complex financial structures and long-term outcomes.
Private equity professionals operate in one of the most dynamic and demanding corners of the financial world. With compensation structures that include carried interest, co-investments, and performance-based incentives, your financial profile is inherently complex. Add to that the irregular timing of liquidity events, aggressive work schedules, and long-term capital strategies, and you have a situation that requires deep understanding—not generic advice.
At VDB Wealth, we recognize that your financial life doesn't follow a traditional path. Your planning requires precise coordination across tax strategy, estate planning, and investment design, all tailored to the rhythms of your industry. Whether you're early in your career, managing a major liquidity event, or planning your exit from the industry, we help you make the most of each stage with confidence and clarity.
Our founder’s background spans private markets, operational leadership, and institutional investing—giving us a unique lens through which to support private equity professionals. We speak your language and understand your priorities: optimizing for after-tax returns, protecting long-term wealth, and ensuring that complex compensation doesn’t lead to missed opportunities.
Because we maintain a deliberately small client base, we offer more than just planning—we offer partnership. We take time to understand your goals, your timeline, and the nuances of your compensation and investments. From structuring carried interest to planning for charitable giving or future business ownership, we build strategies designed to align with the way you think about wealth, risk, and long-term outcomes.
You spend your days evaluating opportunities—we help ensure your personal finances are one of them. Schedule a call to see how we can align your long-term goals with a smart, tax-efficient plan.
Our personalized process ensures you receive expert financial guidance tailored to your unique goals. Get in touch in the way that works best for you—fill out the contact form, send us an email, or schedule a call. However you choose to reach out, we’re here to help you build, grow, and protect your wealth.
VDB Wealth LLC is a registered investment adviser located in the State of Georgia. Registration as an investment adviser does not imply a certain level of skill or training.
The information on this website is for informational purposes only and does not constitute investment, legal, tax, or financial advice. Nothing on this site should be interpreted as a solicitation, offer, or recommendation to buy or sell any securities or investment products. All investments involve risks, including the potential loss of principal.
VDB Wealth LLC provides investment advisory services only to residents of states where it is properly registered or exempt from registration. Past performance is not a guarantee of future results.
VDB Wealth LLC | (415) 209-5862 | contact@vdbwealth.com