Vernal Point is a management-owned wealth advisory firm founded in 2012 and headquartered in San Francisco.
Vernal Point is run by experienced industry professionals from leadership roles at elite wealth strategy, investment and family office organizations. All members of our team bring focused creativity and uncompromising execution to our clients.
We partner with a small set of exceptional families to provide sophisticated after-tax wealth strategy and investment management.
Vernal Point Clients
The majority of our clients’ families generated their wealth as founders of public and private companies or as general partners of private investment firms. Vernal Point clients often have significant direct investments in operating companies or real estate. Many come to Vernal Point asking us to advise on integrating their self-managed assets across the balance of the investment portfolio and to create the most thoughtful planning structures appropriate for all assets.
All clients access the core pillars of Vernal Point:
We design an optimal wealth strategy, appropriate entity structuring and customized decision-making tools entirely around the defined goals and needs of the family.
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We build customized client portfolios around the risk appetite, liquidity needs, income requirements and return objectives of our clients.
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