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.