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Compound Planning is a high-growth digital family office managing over $3 billion in assets under management (AUM). The company specializes in providing tailored financial services to entrepreneurs, professionals, and retirees. With a team of experienced financial advisors, technologists, tax professionals, and operators, Compound Planning is dedicated to delivering an exceptional client experience through a holistic approach and a proprietary digital platform. The firm values ownership, velocity, innovation, and grit, fostering a culture that emphasizes accountability and meaningful progress while continuously evolving its offerings to meet the needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Compound Planning
The Head of Tax will lead and manage a comprehensive tax practice at Compound Planning, focusing on high-net-worth clients.
Compound Planning
The Transition Manager will facilitate the onboarding and integration of advisors at Compound, ensuring a smooth transition process.
Compound Planning
Compound Planning is seeking a General Counsel to lead legal strategies and manage risk in a fast-growing digital family office.
Compound Planning
Join Compound Planning as a Wealth Advisor to guide HNW clients in their financial decisions and innovate solutions with a tech-driven approach.
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