Advisory Team

Adam – Founder and CEO of Advantage Advisors LLC, bringing over 20 years of financial services expertise to post-exit entrepreneurs. His hands-on experience managing three family offices, combined with senior leadership roles overseeing multi-millions in assets and real estate portfolios, gives him unique insight into the challenges and opportunities facing high-net-worth families. With an electrical engineering degree from Oregon State University and deep expertise in corporate accounting, financial risk management, and capital markets, Adam helps entrepreneurs with $1M-$30M in investable assets establish sophisticated micro family offices while maintaining complete control of their wealth.

Peter – Insurance & Wealth Transfer Specialist Peter leads an insurance firm specializing in innovative insurance solutions for elite individuals and ultra-affluent families. With decades of experience in estate planning and wealth transfer strategies, he focuses on the design, implementation, and monitoring of private placement insurance products and sophisticated wealth transfer funding strategies. As a member of a National Financial Group, Peter has access to proprietary insurance products specifically designed for ultra-high-net-worth clients, leveraging favorable mortality, persistency, and expense experience to deliver customized solutions that meet the complex needs of family offices and high-net-worth individuals.

Jonathan – Legal Counsel & Corporate Strategist Jonathan brings over 30 years of legal and investment advisory experience from Wall Street and international markets, serving both in private practice and in-house roles. As a sought-after speaker and published author on emerging legal and governance issues, he specializes in hedge fund and alternative investment structuring, private equity transactions, M&A activities, and liquidity events for privately-owned businesses. His experience includes serving as general counsel and C-suite executive to publicly-listed and closely-held companies, helping businesses implement strategic growth initiatives, governance best practices, and risk management frameworks. Jonathan has served as a Practicing Fellow at Columbia Law School’s Millstein Center and currently lectures at the University of Miami’s Herbert Business School.

Kim – Tax Strategy & Family Office Expert Kim serves as Executive Vice President for a nationally recognized specialty tax services firm, bringing over 25 years of entrepreneurship experience in real estate and energy industries. She possesses a powerful combination of real-world business management skills with deep expertise in tax code applications related to real estate and energy efficiency incentives, positioning her as a sought-after tax expert for Fortune 500 companies, ultra-high-net-worth individuals, and single and multiple family offices. Her expertise has earned her a seat on the tax committee for The Real Estate Roundtable in Washington D.C., and she is a frequent international speaker in tax, investment, real estate, and private wealth spaces, focusing on consulting in tax strategy, private wealth, leadership, practice management, and training.

Bob – Business Acquisitions & Restructuring Specialist Bob brings extensive expertise in deal creation, business acquisitions, and corporate restructuring, with a proven track record of transforming distressed situations into profitable outcomes. His experience spans leading a publicly traded company from a $5M deficit to $2.5M profit while negotiating over $3M in debt down to less than $200K, building a manufacturing business from startup to 400 employees over 34 years, and executing business acquisitions ranging from $500K to $18M. Bob specializes in small to medium workouts and restructuring, buying real estate-backed notes and mortgages, combining multiple smaller corporations for larger acquisition opportunities, and helping companies develop creative exit strategies and prepare for going public.

Cynthia – Financial Management & Operations Cynthia is an accomplished financial manager with comprehensive expertise in management, accounting, and operational procedures for emerging and established companies. Her experience includes serving as CFO and controller for multiple clients across real estate, construction, and energy sectors, with notable achievements including reducing quarterly audit costs from $45K to $15K, negotiating over $5M in debt settlements, and establishing Sarbanes-Oxley compliance programs for public companies. She specializes in SEC filings, cash flow forecasting, corporate structuring, accounting system setup, financial workouts, and managing complex multi-state operations, with particular expertise in real estate investment structures and tax-saving strategies.

David – Alternative Investments & Capital Markets David brings over 40 years of Wall Street and international investment experience, including senior roles at J.P. Morgan, Bankers Trust, Merrill Lynch, and Bear Stearns, where he advised family offices, financial institutions, and high-net-worth individuals on alternative investments and fund administration. As founder and CEO of multiple investment firms, he holds Series 7, 30, 31, 63, and 79 licenses and currently manages capital through firms registered with FINRA/SIPC broker-dealers, with global client relationships spanning the US, Latin America, Europe, South Africa, and Asia. His expertise includes hedge fund structuring, private equity transactions, M&A advisory, and offshore fund administration, supported by prestigious academic credentials including Master’s degrees from Yale University and executive education from the US Army War College.