Compound Planning

What is Compound Planning?

Compound Planning offers comprehensive wealth and investment management services tailored for founders, business owners, professionals, retirees, and families. With over $2.5 billion in assets under management, Compound provides a suite of services including investment diversification, tax management, efficient borrowing, retirement planning, and estate planning. The platform integrates with numerous financial services and offers automated portfolio management, in-house tax and investment teams, and personalized financial advice to help clients achieve their financial goals. As a fiduciary, Compound prioritizes acting in its clients' best interests, ensuring unbiased, expert guidance.

Key features

• Build endowment-quality portfolios with public and private investments.
• Understand tax implications of major financial decisions.
• Access a network of lenders for efficient borrowing.
• Plan confidently for retirement with personalized advice.
• Design and implement comprehensive estate plans.
• Track net worth and investments with digital tools.