Benjamin Carter

About Benjamin Carter

With over two decades of experience in private banking, venture capital and family office advisory, I focus on helping high net worth individuals and family offices develop wealth strategies, cross-border investments and long-term capital vision. Currently based in Los Angeles, I advise family businesses on structuring global asset allocations between the US and Asia, drawing on my experience in leadership roles at JPMorgan Private Bank and Sequoia Capital. Whether guiding founders through an IPO, structuring multi-generational investment paths, or working with legal and tax partners, I value clarity, continuity and trust. I believe that real value is created when finance is not just about returns, but about meaning. If you are growing across borders or looking beyond the wider region, please get in touch.

Experience

1. Investment Advisor Family Office

   Family Office

   Aug 2019 — Present · Los Angeles, CA, US

   Since 2019, I have been based in Los Angeles, working with a multi-generational family office to identify and manage strategic investment opportunities across asset classes. My focus includes early-stage venture investments, secondary market strategies, and alternative assets aligned with long-term capital preservation and growth.I provide ongoing support in portfolio optimization, due diligence, and cross-border transaction structuring, particularly between the U.S. and Asia-Pacific markets. In this role, I also serve as a key liaison between the family stakeholders and external fund managers, advisors, and legal teams.

Education

• MIT Sloan School of Management

  M.Fin

  2001 — 2003

• Tsinghua University

  Bachelor's degree

  1997 — 2001