Private wealth strategy for the next generation of founders
Founder 35 helps ambitious founders build, protect, and grow wealth through modern, highly personalized advisory services.
Our practice is exclusive, intelligent, calm, ambitious, refined. We think like owners because we work with owners, and we deliver institutional-grade thinking with a founder-first approach.
Every Founder 35 engagement is structured around four pillars of modern wealth, tailored to the realities of building and exiting at speed.
Institutional thinking, founder-aligned. Portfolios built around concentration risk, illiquid equity, and the realities of founder net worth.
Keep more of what you build. QSBS, deferred compensation, charitable structuring, and a tax posture engineered for an exit.
Navigate opportunities with clarity. Secondaries, 10b5-1 plans, tender offers, and decision frameworks for every liquidity event.
Designed for generational impact. Trusts, family governance, and structures that compound across decades, not quarters.
Every relationship follows a deliberate four-stage path designed to surface what matters fastest and execute without friction.
We start by understanding the full picture: your company, your equity, your liquidity timeline, and what wealth actually means to you.
We build a written plan covering investment, tax, equity, and architecture. Every recommendation is explained, never assumed.
We move quickly. Whether it's a secondary, a trust formation, or a portfolio rebalance, work happens within days, not quarters.
Quarterly reviews, real-time response when life moves, and a relationship that evolves as your company and your wealth do.
Founder 35 combines institutional insight with a founder-first approach. They think like owners — because they are.
Founder 35 works with a deliberately small number of clients. If you're building something significant and want a wealth strategy that matches, we'd like to hear from you.