Who We Serve
You have a vision for your future and want a partner to help achieve your goals.
Individuals and Families
At Bondurant, we understand the intricacies of investing. We are committed to being your trustworthy guide through life’s events, like – retirement planning, family legacy building, empty-nesting, inherited wealth management, business sale preparation, and navigating compensation complexities. Let us help you make informed decisions that secure your family’s financial well-being for generations.
Generational Wealth
We offer a discreet and supportive approach for families and couples dealing with intricate financial situations. As the primary stewards of extended family finances, we recognize the importance of having a confidential financial and estate planning advisor. Our services assist individuals like you in navigating the complexities of wealth management. Consider us your reliable partner, helping you make informed decisions as you safeguard your family’s financial future.
- Estate planning
- Investment management
- Multi-generational family alignment
- Tax-efficient wealth transfer
- Charitable giving and gifting strategies
- Risk exposure assessment and planning
- Coordination with outside professionals, and more
A New Life Stage
You’re a family or couple, likely in your 50s, on the brink of a new life stage, and you’re likely searching for guidance to ensure that your current and future wealth remains secure. A coordinated effort is essential to stay on track at this pivotal moment. We understand the importance of providing the support and guidance necessary for you to move your financial future forward with clarity and confidence.
- Clarifying your retirement picture
- Tax management and gifting strategies
- Estate planning
- Investment management
- Delegating financial complexity, and more
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
Growing Net Worth
The individuals and families we work with want personalized financial plans and investment strategies that align with their unique wants and needs. Our expertise lies in delivering clear, actionable advice and supporting the challenges executives, business owners, and professionals face. As leaders within your organizations and communities, we understand the complexities you navigate daily. Let us provide the strategic financial guidance you need to overcome obstacles and achieve wealth-building objectives.
- Financial mapping for the next 5-10 years
- Actionable savings targets
- Stock options and concentrated wealth strategies
- Investment management
- Education planning
- Tax projections, and more
Self-Directed Investors
At Bondurant, we tailor our financial advisory services for Private Equity professionals, Financiers, Institutional Investment experts, Investment Bankers, and other sophisticated individuals who actively manage their investments. We do this because we know that self-directed investors appreciate a second opinion and seek a structured framework for their investment strategies. We provide specialized support, and our focus extends to those with investable assets greater than $5M, ensuring that our expertise aligns seamlessly with this discerning clientele’s unique financial goals and complexities. Let us be your strategic partner in optimizing and safeguarding your investment portfolio.
- Tax strategies
- Investment framework, including mean reversion
- Inherited wealth planning
- Distribution planning, and more
Our Distinct Difference
We believe that we create more value for your portfolios, and here is how we do it.
Institutional Knowledge
Mean Reversion
Personalized Service
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
