Our story

Built by operators. Trusted by founders.

We exist for the outlier: the founder who sold a company, the executive with a concentrated position, the family planning a transition. We take on very few clients, on purpose. The depth of service across Private Wealth, Private Aviation and Private Lending is only possible when our attention is not divided.

Families
20–30 A boutique family office, designed around the full arc of family wealth and legacy.
Practices
3 At the core, by design. Advisory, aviation and lending.
Founder experience
26 yrs Advising UHNW families.
Global private banks
4 J.P. Morgan, UBS, Morgan Stanley and U.S. Bank.

Our team

Depth where it matters most.

Kartik Ram

Founder & Managing Principal
  • 26 years advising UHNW families
  • J.P. Morgan, UBS, Morgan Stanley
  • Private jet pilot · MBA, London Business School

Jonathan Weinberger

Chief Technology & Investment Officer
  • Options and derivatives specialist
  • Institutional supply-and-demand analysis
  • Architect of our investing platform

Raj Rajvaidya

Managing Director, Aviation
  • 11 years in executive jet sales
  • Acquisition, financing and bonus depreciation
  • Private pilot · BS Aerospace Engineer

Patrick Worsham

Senior Vice President
  • Goldman Sachs · Fisher Investments
  • Family offices, UHNW individuals and endowments
  • FINRA Series 7, 63 and SIE

Todd Bass, JD

Chief Marketing Officer
  • J.P. Morgan and Goldman Sachs compliance
  • JD, Touro Law Center
  • Wealth planning
  • Investment management
  • Fixed income
  • 100% principal protection
  • Defined outcome
  • Private markets
  • Aircraft acquisition & financing
  • Private lending
  • Estate & tax coordination

Team members’ prior roles relate to other firms and are not Family Office 2.0 results. Aviation and lending services are provided by affiliates under separate agreements.

Our clients

Who we work with.

Our primary focus Families who fly Aircraft owners, and families about to become one.

  • Acquisition, upgrades and resale
  • Aircraft financing
  • Ownership structure
  • Management oversight
  • Founders & business owners Pre-sale planning, QSBS and succession.
  • Executives with equity pay RSUs, options and concentrated stock.
  • Multigenerational families Governance, heirs and legacy planning.
  • Global entrepreneurs Cross-border structure and residency.
  • Collectors & aficionados Borrowing against art, cars and jets.
  • Real estate investors 1031 and 721 exchanges and exits.
  • Athletes & entertainers Uneven income and image rights.
  • Foundations & family offices Investment policy and giving.

A small number of families. An exceptional level of attention.

If you believe there may be a fit, we welcome a private conversation.

Request a private introduction