Entrepreneurs & Business Owners
Business liquidity events, concentrated ownership and the transition from enterprise value to personal wealth call for investment, tax, estate, risk and family strategy to work together.
Covenant Venture Capital
Who We Serve
Covenant works with entrepreneurs, technology executives and families whose wealth requires coordinated decisions across investments, planning and risk.
Technology Executives & Early Employees
Private-company stock, options, equity compensation, transfer restrictions, tax exposure and liquidity events require planning before an IPO, acquisition or secondary sale changes the picture.
Families with Concentrated or Complex Wealth
Multiple custodians, public and private assets, trusts, insurance, estate structures and concentrated positions need a clear view of liquidity, exposure and decision-making across the full balance sheet.
Families & Family Offices
Covenant supports families seeking an organized relationship across generations, advisers, investment decisions and reporting.