Experience

The focus of Denis' practice is working with Family Stewards as a consultant and advisor for their long term Wealth Management. Helping clients to achieve their goals begins with cash flow, planning to educate their children, and preparing for retirement. This process involves growing of wealth, the protection of assets from taxes, creditors and predators, and the ultimate distribution of those assets to the people they love and to the causes they cherish.

Denis' team The Farallon Group works with private business owners to get them the ideas and information they need to make smart decisions about their wealth.   Denis' clients appreciate having a trusted advisor to help them integrate their business and family wealth with their family dynamics.   He brings a "boutique experience" combined with the resources of a premier global investment securities firm to provide clients with the comprehensive services they deserve while maintaining focus on the individual.

As a Financial Advisor, Michael's goal is to help clients to articulate and to understand their financial goals by providing a roadmap to achieve them.   The Farallon Group specializes in helping private business owners manage the financial challenges of their businesses and their families.  Michael focuses on research and asset allocation, while maintaining consistent client contact in order to manage reactions to market fluctuations.  He believes the benefits of an individually-driven personal relationship combined with the resources of a premier global investment firm serve to provide our clients with the comprehensive services they deserve.

Victoria provides operational and administrative support to The Farallon Group.  She actively assists in the input of orders and data, organizes logistics for the team events and marketing materials, helps to identify service opportunities for clients and maintains management systems with up to date client information.    She interfaces with clients directly to ensure their service needs and requests are appropriately met.

Ryan provides a critical role in The Farallon Group by developing tailored wealth management plans and strategies for our clients.   He focuses on research and analysis of portfolio performance reports, interpreting them for potential change and making informed recommendations based on his findings.