Clear paths to
complex wealth.
Bespoke wealth management, tax optimization, and estate planning for tech founders, executives, and high-net-worth families.
Marcus Vance, CFA
Principal Wealth Advisor
CFA Charterholder
14+ years advising HNW clients
$45M+ assets under management
Bespoke guidance for significant wealth.
“Wealth is not about accumulation — it is about intention, structure, and the freedom to choose what matters.”
Marcus Vance, CFA, is the founding principal of Vance Capital Advisory. Over the last 14 years, he has advised tech founders, executives, and multi-generational families on wealth preservation, tax mitigation, and asset protection.
Having guided over 45 tech founders through complex liquidity events (including M&A and IPOs), Marcus specializes in managing high-concentration stock positions, designing structured trust accounts, and implementing advanced tax-reduction strategies.
As a strict fiduciary, Marcus operates under a zero-commission model, ensuring all recommendations are completely aligned with client interests.
Sophisticated financial solutions
tailored to your unique landscape.
Comprehensive Wealth Management
Bespoke asset allocation strategies, active portfolio rebalancing, and liquid asset coordination tailored to your specific financial goals and risk profile.
- Custom asset allocation across public and private holdings
- Concentrated position management and diversification planning
- Liquidity event preparation and cash-flow modeling
- Risk-adjusted portfolio rebalancing on a defined cadence
Comprehensive Wealth Management
Bespoke asset allocation strategies, active portfolio rebalancing, and liquid asset coordination tailored to your specific financial goals and risk profile.
- Custom asset allocation across public and private holdings
- Concentrated position management and diversification planning
Advanced Tax Optimization
Expert structuring for multi-million dollar liquidity exits, stock option planning (ISOs/NSOs), QSBS exemptions, and tax-advantaged charitable vehicles (DAFs).
- ISO/NSO exercise timing and AMT mitigation strategies
- QSBS qualification review and exemption maximization
Estate & Legacy Planning
Establishing generation-skipping trusts, family limited partnerships, and structural asset protection to seamlessly secure your family legacy across generations.
- Generation-skipping trust and dynasty trust architecture
- Family limited partnership and entity structuring
A deliberate path from
insight to stewardship.
30-Minute Wealth Assessment
We review your equity concentration, tax exposure, and liquidity timeline. You leave with a clear picture of where structural gaps exist.
90-Day Action Plan
A prioritized roadmap covering tax mitigation, estate structure, and portfolio alignment — delivered in a single comprehensive review session.
Continuous Fiduciary Care
Active management, quarterly reviews, and proactive coordination with your CPA and estate attorney — so nothing falls through the cracks.
30-Minute Wealth Assessment
We review your equity concentration, tax exposure, and liquidity timeline. You leave with a clear picture of where structural gaps exist.
90-Day Action Plan
A prioritized roadmap covering tax mitigation, estate structure, and portfolio alignment — delivered in a single comprehensive review session.
Continuous Fiduciary Care
Active management, quarterly reviews, and proactive coordination with your CPA and estate attorney — so nothing falls through the cracks.
Performance backed by
verifiable outcomes.
$1.2M+
Average lifetime tax savings per client
$12M liquidity event
$1.4M tax savings identified
Effective tax rate on liquidity event
$8.5M liquidity event
$920K tax savings identified
Projected lifetime tax exposure
$22M liquidity event
$2.1M tax savings identified
Estate transfer tax efficiency
45+
Liquidity events guided
100%
Fiduciary commitment
30-Min
Avg. monthly client time
Case studies are anonymized composites for illustrative purposes only. Individual results vary based on circumstances, tax law, and implementation. Past performance does not guarantee future outcomes. Vance Capital Advisory is a registered investment adviser.
Marcus provided invaluable assistance during our liquidity event. His custom tax planning saved us seven figures in lifetime tax exposure, allowing us to transition our equity smoothly.
Trusted by leaders in tech and private enterprise.
“The transition from standard wealth advisors to Vance Capital was night and day. The degree of sophistication, particularly around trusts and estate planning, is unmatched.”
David L.
Managing Director, Capital Partners
“Finding a strict fiduciary who understands high-growth startup equity is rare. Marcus's zero-commission advice is completely aligned with our family's long-term interests.”
Elena R.
Founder, Nova Health
Simple fee structures.
Completely aligned with your interests.
No hidden transaction fees, no commission kickbacks, and no conflicts of interest.
The Wealth Blueprint
A comprehensive entry-level financial roadmap. Perfect for builders seeking optimization without ongoing management.
- 3-stage custom tax mitigation strategy
- Concentrated stock options analysis (ISOs/NSOs)
- Estate foundation & inheritance blueprint
- Fiduciary alignment (100% commission-free)
- Full delivery via a 90-minute roadmap review
Ongoing Wealth Management
Complete, day-to-day management of your assets. Designed for executives and families requiring active fiduciary support.
- All Wealth Blueprint deliverables included
- Active, daily portfolio tracking & rebalancing
- Continuous tax-loss harvesting & equity advice
- Direct line to Marcus Vance, CFA
- Collaborative CPA and estate attorney alignment
- Quarterly performance reporting and outlooks
Compare plans at a glance
| Feature | Blueprint | Ongoing |
|---|---|---|
| Custom tax mitigation strategy | ||
| Stock options analysis (ISOs/NSOs) | ||
| Estate & inheritance blueprint | ||
| Fiduciary alignment (zero commission) | ||
| 90-minute roadmap review | ||
| Active portfolio management | ||
| Tax-loss harvesting | ||
| Direct advisor access | ||
| CPA & attorney coordination | ||
| Quarterly performance reporting |
Initial audits are complimentary and subject to a minimum qualifications check.
Our Fiduciary Performance Guarantee
We are committed to absolute alignment. If you initiate a Wealth Blueprint and do not feel we have identified at least $5,000 in structural tax optimizations or portfolio improvements within the first 30 days, we will refund your fee in full. No questions asked.
Frequently Asked Questions
Clear answers to standard wealth advisory and fiduciary questions.
A fiduciary is legally and ethically bound to act solely in your best interest. Unlike traditional brokers who earn commissions on products they sell, we operate under a strict fee-only structure. We never accept kickbacks, referral fees, or commissions, removing conflicts of interest.
Yes. For Ongoing Wealth Management, we generally maintain a minimum of $500,000 in investable assets. However, our one-time Wealth Blueprint package is available to high-income tech builders and executives who are currently below this threshold but looking to structure future liquidity events.
Robo-advisors offer standardized, algorithm-driven index portfolios but cannot model multi-million dollar tax strategies, private trust distributions, or pre-IPO equity planning. Wall Street banks often push proprietary, commission-yielding products. Vance Capital offers the best of both: highly bespoke human expertise with modern, tech-enabled execution.
The initial audit is a 30-minute discovery call where we review your current asset layout, equity package, and previous tax returns. We identify obvious tax leaks and portfolio inefficiencies, proposing a path forward. There is no cost or obligation.
Ready to optimize
your net worth?
Take the first step toward comprehensive wealth preservation. Schedule a Wealth Audit to explore tax leaks, portfolio positioning, and trust allocations.
- 1
30-Minute Live Review
A personal discovery session directly with Marcus Vance, CFA.
- 2
Tax Leak Discovery
We look for potential tax exposure savings of $5,000+.
- 3
Clear Action Plan
No obligation roadmap delivery covering investments and structures.