Truvent Capital – Mastermind Advisory, I lead a multidisciplinary advisory platform dedicated to building, protecting, and perpetuating generational wealth through intelligent design and disciplined execution.
Core Areas of Responsibility:
Strategic Leadership: Direct the vision, growth, and integration of Truvent Capital’s wealth ecosystem—aligning insurance, tax, and investment disciplines within a unified Virtual Family Office framework.
Wealth Architecture: Design and oversee complex financial blueprints for business owners, executives, and family offices, incorporating advanced insurance design, private lending, and long-term capital strategies.
Tax Strategy & Coordination: Work with clients and their tax and legal professionals to evaluate tax-sensitive planning considerations, including trusts, entity structures, and charitable planning strategies, as appropriate to the client's circumstances.
Advanced Case Design: Lead case development for estate liquidity, executive compensation, and succession planning, frequently addressing coverage needs in excess of $25MM–$50MM.
Strategic Partnerships: Cultivate relationships with RIAs, CPA firms, lenders, and legal counsel to support comprehensive planning for affluent and institutional clients.
Talent & Culture Development: Build and mentor a team of advisors, analysts, and collaborators united by a commitment to excellence, stewardship, and integrity.