Where execs and tech professionals go for financial advice

Managing ~ $400M + for employees at

NASDAQ

MSFT

NASDAQ

META

NASDAQ

AMZN

NASDAQ

GOOG

NASDAQ

AAPL

NASDAQ

DUOL

NASDAQ

DBX

NASDAQ

LYFT

NYSE

GM

NYSE

UBER

NYSE

TWLO

NYSE

SNAP

PRE-IPO

STRIPE

Disclaimer

What is it like working with Schmidt?

Client Experience

  • Quarterly emails with relevant portfolio information (beta)
  • A unique action plan
  • Only 1-2 meetings a year (in-person or virtual)

Tax Strategy and Support

  • We share tax information with your CPA so you don’t have to
  • Enhanced tax dashboard for tax savvy strategy, not tax averse
  • Deferral and reduction of realized capital gains

Planning and Investments

  • Play out scenarios before committing
  • Manage risk through diversification
  • Sophisticated investments including private equity and credit

Ready to become a Schmidt client?

STEP 1
Schedule an intro

STEP 2
Fill out a questionnaire

STEP 3
Connect over Zoom

Awards & Recognition

Partner with a trusted guide that has the qualifications and experience to match their marketing.

Top Advisors 2024

Evan Schmidt and
Dominic Hubert

Hot List 2023

Evan Schmidt

Advisors to
Watch 2023 & 2024

Evan Schmidt

Wealth Management 2024

Firm Recognition

Disclaimer