Guiding entrepreneurs, business owners and families through a distinct financial lifestyle.
Vaquero Private Wealth provides comprehensive wealth management services and custom solutions for clients across many business sectors. 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.
We Offer Independent and Comprehensive Services
Vaquero Private Wealth is an independent wealth advisory firm working with families and individuals to help them simplify the management of their wealth. Our clients include executives, business owners, entrepreneurs and family offices.
We offer Customized Solutions
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.
Our values are founded in our fiduciary commitment.
We build longstanding relationships founded in trust and our fiduciary commitment, which lead to a cycle of expanding opportunity.
We are entrepreneurial minded. Vaquero is an entrepreneurial venture reflecting our independent and growth-minded approach to business.
We simplify. We want to remove the complexity of our clients financial lives. We identify how best to manage their capital through well-planned and highly customized solutions.
We listen to our clients wants and needs. We utilize our experience to fully understand the emotional and practical sides of challenges they face and objectives they hope to achieve.
our services
We understand, you face unique challenges.
Whether you are managing your investment portfolio, establishing a family trust, or raising capital for your next venture, we understand you face unique challenges.
We work with each client individually to customize a plan to align both their short-term needs and long-range objectives.
Comprehensive Wealth Planning
Pre-Liquidity Planning
Estate and Succession Planning
Monetization Strategies
Investment Management
Wealth Transfer
Proprietary Investment Opportunities
Risk Management and Hedging Strategies
Raising Capital and Private Deal Sourcing
Concentrated Stock Solutions
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Experience. Insight.
Expertise.
