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

  • Monthly 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

Evan Schmidt

Wealth Management 2024

Firm Recognition

Disclaimer