Client FAQs

Braintrust Capital® directly provides financial planning, investment and portfolio management, tax-aware financial planning, estate planning from a financial—not legal—perspective, exit planning, business-owner advisory, and private-market strategy for qualified investors. Coordination applies only to independent legal and tax advice. The scope of any engagement depends on your needs and the agreed services.

The practice focuses on high-net-worth families, business owners, founders, entrepreneurs, and executives, including people managing concentrated wealth, equity compensation, business transitions, and multigenerational planning.

No. Portfolio management can be part of a broader planning relationship addressing cash flow, retirement, risk, tax considerations, estate goals, and business interests. Discuss your priorities to determine the appropriate engagement.

Yes. Braintrust Capital® directly provides financial planning and investment management, including financial-perspective estate and exit planning, and coordinates with your independent CPA and estate-planning attorney for tax and legal advice. Those professionals remain responsible for their accounting, transaction-specific tax advice, legal advice, and document preparation.

Contact Braintrust Capital® to discuss your goals and the proposed relationship. Request the applicable fee schedule, engagement terms, and disclosures before deciding. Fees and service scope depend on the specific engagement; this page does not quote fees or establish an advisory relationship.

Braintrust Capital® provides tax-aware financial planning and coordinates independent tax advice, not accounting services, tax-return preparation, or transaction-specific tax opinions. Tax considerations inform investment, retirement, charitable, and wealth-transfer discussions. Obtain advice specific to your tax situation from your independent CPA or qualified tax professional before implementation.

No. Braintrust Capital® is not a law firm or CPA firm and does not provide legal, accounting, tax preparation, or audit services. Engage an independent CPA or other qualified tax professional for those services.

No. Braintrust Capital® is not a law firm and does not provide legal advice. Roger Graham’s legal education informs issue-spotting and coordination; it does not replace your attorney. Your attorney should provide legal advice and draft wills, trusts, and other legal documents.

No. Tax outcomes depend on your circumstances, eligibility, implementation, and applicable law, which can change. Investments involve risk, including loss of principal. No tax savings, investment returns, or planning outcomes are guaranteed.

No. All content and services presented on this website are for informational purposes only. Website information does not constitute tax, legal, or investment advice, an offer or solicitation, or a recommendation of any security or strategy. Personalized advisory services require an appropriate engagement and must meet applicable registration, licensing, and compliance requirements.

No. Education and professional credentials reflect training or qualifications; they do not guarantee results. Registration does not imply regulatory endorsement, approval of a strategy, or a particular level of skill. Ask for current applicable registration information and disclosures before engaging advisory services.

No. A contact form starts an inquiry, not an advisory or attorney-client relationship. A formal relationship requires the applicable agreements and onboarding. The form is not a channel for placing trades or giving investment instructions.

Do not send passwords, Social Security numbers, account numbers, or sensitive financial documents through the public form or ordinary email. Contact Braintrust Capital® to arrange an appropriate way to exchange information. See the Privacy Policy for information on website data handling and cookie choices.