Guiding entrepreneurs, business owners and families through a distinct financial lifestyle.
We help our clients distill the issues they are up against and make sure they are asking the right questions. Many of our clients face transitions, often involving a liquidity event. We do more than help them monetize the opportunity, we help them address their changing priorities to transform smoothly, and confidently, into the next phase of their lives.
We realize certain assets have distinct characteristics and need customized solutions. As a result, we have built expertise across multiple business sectors. This knowledge gives us tremendous insight into the challenges and expectations across industries – from Energy and Real Estate to Technology and Consumer Products.
Vaquero Private Wealth delivers this type of added value. We are a team you can trust to be an advocate for your family and work hard on your behalf. Whether you run a business, a division, a family office or just need a dedicated team to manage your assets, we invite you to speak with us. You will quickly see that we understand you, your challenges, and your mindset.