Boutique Advisory for Concentrated Wealth
Institutional expertise, translated for families navigating transformative wealth.
We partner with founders and executives holding concentrated equity positions — pre-IPO through post-lockup — to build diversified, durable portfolios designed to endure across generations.
Schedule a Confidential ConversationThe Firm
Built from institutional pedigree, dedicated to your family.
Propel Private Wealth was founded in 2026 in Manhattan Beach, California to bridge the gap between institutional investing and high-net-worth family advisory. After 15 years structuring investment solutions across London and New York, we recognized that families navigating transformative wealth events deserve the same rigor, creativity, and discipline that institutional investors take for granted.
We are built from the ground up as a fiduciary, fee-only practice — no proprietary products, no dual-hat conflicts. That institutional toolkit — cross-asset structuring, relative value analysis, portfolio construction — is now applied exclusively to your family's wealth.
Investment Philosophy
Durable wealth. Extraordinary opportunity. Your family. Your legacy.
Long-Term Partnership
We invest in relationships and assets designed to compound over decades, not quarters.
Durable Wealth
Strategic diversification is the foundation of long-term asset preservation. Portfolios designed to endure market cycles.
Thought Leadership
Rigorous, clear-eyed market insights to navigate unprecedented economic shifts and the diffusion of AI across industries.
The Network Effect
An ecosystem of elite legal and tax professionals, leveraging shared intelligence from clients who have navigated similar events.
A Comprehensive Approach
Your ongoing advisory team.
We assemble the right specialists around you — coordinated by Propel.
Financial Planning & Advice
Propel
Cash flow projections, scenario analysis, and strategic IPO execution frameworks.
Investment Management
Propel
Customized portfolio construction and concentration risk management — navigating post-lockup mechanics including block dispositions, protective collars, and variable prepaid forwards — with access to alternative investments.
Tax Planning & Preparation
Specialist CPA
Partner with a CPA to address your specific friction points and optimize tax positioning.
Liquidity
Specialist Lender
Partner with a corporate lender for custom lending solutions.
Estate & Gift Planning
Specialist Attorney
Partner with a top-tier attorney to design trusts and wealth transfer strategies.
Get in Touch
Let's build something that endures.
Schedule a confidential discovery conversation. We'll listen before we prescribe.
info@propelpw.com Manhattan Beach, CA