Five partners. Each runs a pillar.
The senior partners share P&L responsibility and lead the firm’s pillar groups. Each partner sees no more than 25 households personally; the structure is designed to make hand-offs the exception, not the rule.
Helena Castellano
Twenty-six years of HNW practice; previously partner-in-charge of the personal financial services group at a Big Four. Founded the firm in 2014 with three partners; manages 23 households personally.
Marcus Aldridge
Twenty-one years specializing in passthrough-entity tax. Former IRS Chief Counsel attorney before joining private practice in 2007. Authored two NYU Tax Institute papers on holdco structures.
Priya Reddy
Trust and estate strategy for multi-generational families. Eighteen years at a Park Avenue trusts & estates firm before joining in 2019. Drafted SLAT, GRAT, and IDGT structures for clients ranging $30M–$400M.
Daniel Vasquez
Pre-IPO tax strategy and QSBS specialist. Former director of tax at a unicorn that exited in 2018. Has personally signed off on QSBS qualification for 87 founder engagements aggregating $1.2B of qualified gain.
Sophie Berenson
Cross-border and charitable structuring. Started career at the IRS Office of Associate Chief Counsel (International) before private practice. Trilingual; serves clients across UK, Singapore, Israel.
Robert Tomasz
Operates the firm itself. SOC 2 Type II audit lead, technology stack owner, and CPA bar relations. Twelve years at a private bank’s family-office unit before joining.