Comprehensive wealth, family office, and succession services — delivered personally.
Schedule a ConversationBespoke allocations and risk oversight.
Cash flow, bookkeeping, consolidated reporting.
Trusts, generational continuity, governance.
Gautam has worked at leading investment firms such as HSBC Bank and Janney Montgomery Scott, and has also served as a consultant to top-tier financial institutions across North America. He holds an MBA from NYU Stern and brings both strong academic knowledge and extensive practical experience.
