Clients / Private Equity Professionals

Private Equity Professionals

Experienced investors know firsthand how valuable financial management can be. We partner with you to safeguard your business and personal assets.
Our Private Equity Professionals Approach

As a private equity professional, you spend your days immersed in the financial world — and that can leave little time for tending to your personal financial outlook. TBH Advisors equips you with the resources you need to feel confident about your future.

Working in the private equity field means that your finances often look different from other individuals’. With a variable cash flow and special considerations like carried interest, it’s wise to choose a financial advisor who’s adept at navigating private equity portfolios. Our “listen first” approach ensures that we understand your personal situation — both now and in the future — and can help you realize your financial goals.

At TBH, we offer a suite of services to help simplify your financial life and offer more comprehensive wealth management. From assessing and guarding against risk, to planning for retirement, we connect you with the in-house experts you need to secure your future.

Recommended Private Equity Professional Services
We help our clients prepare for a fulfilling retirement with detailed financial plans. From setting long-term goals, to assessing investment returns, our retirement mapping helps you prepare for a comfortable future.
We equip our clients with the information they need to safeguard their assets. By taking the time to get to know you, we reduce your risk and help shield the people and things that matter most to you.
Our Focuses

Cash Flow Analysis

We work with private equity professionals to chart their unique income streams and prepare for future obligations and opportunities.

Asset Allocation

Private equity professionals can suffer from disproportionately weighted portfolios. We develop asset allocation strategies that meet our clients’ financial goals and help them take the right risks.

Tax Strategy

We navigate tax laws and procedures to ensure our clients are current on their tax strategies and maintain the maximum percentage of their wealth.

Comprehensive Budgeting

Private equity professionals face unique challenges when pursuing financial opportunities like mortgages. We help our clients budget for these expenses with personalized tools.


Find the right team for your financial goals.

Our talented teams are as unique as our clients. Their diverse areas of expertise allow you to work with the perfect individuals for your goals.

Contact TBH

Learn more about TBH and how we can help.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.

Contact TBH

Let us assist you in achieving your financial goals.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.