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Current company Lyell Wealth Management
Investment Management · 9 employees · Founded 2016 · Menlo Park, California, United States
Lyell manages wealth for successful entrepreneurs, technology executives, business owners and other high net worth individuals and families from around the United States. Our Silicon Valley roots help inform our investment perspective, allowing us to take advantage of opportunities more traditional managers may overlook. Our clients value advice and our teams’ informed, independent, unbiased perspective on all things financial. When appropriate we create comprehensive financial plans for clients, providing us the necessary context for proper counsel. This financial plan incorporates a client‘s current investments, liabilities, cash flow, income taxes, insurance coverage, objectives, goals and temperament. We have developed a comprehensive understanding of equity compensation (ISO, NQSO, RSU, QSBS, etc.) and help clients create tax efficient strategies for either liquidating or building large positions, if appropriate. Sophisticated tax planning is a critical component of proper equity compensation management, and our expertise incorporating income taxes and the stock under consideration (public or private) is invaluable. While we are highly skeptical of financial products - especially those manufactured by large financial institutions - we enjoy several relationships with boutique real estate, credit, venture capital and alternative investment managers. These firms work with us due to long standing relationships and shared investment philosophies. While these alternatives are generally a modest percentage of a client’s overall asset allocation, we’ve found them to be excellent diversification tools in low interest rate environments.