Business Exit
Structuring a $40M liquidity event
Pre-sale tax planning and portfolio design for a founder ahead of acquisition.
Private Wealth & Family Office Advisory
Marlow Vance partners with founders, executives, and multi-generational families to plan, invest, and preserve wealth with clarity and discretion.
$2.4B
Assets Under Advisement
22 yrs
Average Advisor Tenure
140+
Families & Family Offices
98%
Client Retention
Our Approach
Founded in 2004, Marlow Vance operates as a fee-only fiduciary — every recommendation is made in the sole interest of the families we serve. We hold no proprietary funds and accept no commissions.
Our team blends institutional-grade portfolio construction with the personal attention of a boutique practice, coordinating investment, tax, estate, and philanthropic strategy under one roof.
Fee-only
No commissions, ever
Fiduciary
Bound to your best interest
What We Do
Globally diversified portfolios built around your goals, tax situation, and risk tolerance.
Cash flow modeling and scenario planning that turns net worth into a lasting plan.
Multi-generational transfer strategies coordinated with your legal counsel.
Proactive, year-round planning to reduce drag and improve after-tax returns.
Liquidity-event readiness, from structuring to post-sale portfolio design.
Giving vehicles and legacy structures aligned with your family's values.
Client Outcomes
Business Exit
Pre-sale tax planning and portfolio design for a founder ahead of acquisition.
Retirement
Income modeling and withdrawal strategy for a 20+ year retirement horizon.
Legacy
Coordinated estate strategy spanning grandparents to grandchildren.
Retirement & Legacy
Succession and gifting strategy balancing fairness and control.
Business Exit
A multi-year plan to responsibly reduce single-stock risk.
Legacy
Governance and giving strategy across three generations of stakeholders.
Client Voices
"They coordinated our exit, taxes, and estate plan in one conversation. Nothing fell through the cracks."
"The first advisor who explained fees in plain language — and had nothing to sell us."
"Three generations of our family trust one team. That says everything."
Leadership
Founding Partner, CFA
Founding Partner, CFP
Head of Investments
Director, Estate Strategy
Engagement
For individuals and families building a plan
0.85% AUM
Most Common
For established wealth and complex needs
0.65% AUM
Bespoke coverage for multi-generational families
Custom
Insights
Markets · Jun 2026
Planning · May 2026
Business Owners · Apr 2026
Get In Touch
Every relationship begins with a confidential conversation about your goals — no obligation, no product pitch.
1201 Battery Street, Suite 1900
San Francisco, CA 94111
+1 (415) 555 0148
hello@marlowvance.example