Titan

Titan is a registered investment advisor (RIA) built around a specific thesis: high-earning professionals at tech companies face a narrow window of time-sensitive, hard-to-reverse financial decisions that traditional wealth managers are too slow and too generalist to handle well. The firm positions itself explicitly against the legacy advisory model, charging a 0.4% annual fee on assets under management with a $500 minimum, compared to the industry norm of over 1% and minimums that often reach $500,000. With $1.1 billion in AUM as of December 2024, Titan serves clients concentrated at companies including Anthropic, SpaceX, and OpenAI.

The core advisory workflow is built around four recurring decision categories: equity compensation planning, pre-liquidity event strategy, career transition planning, and ongoing portfolio management. Each client works one-on-one with a named advisor rather than through a rotational or tiered support model. Advisors come from J.P. Morgan Private Bank, Goldman Sachs, Bank of America Private Bank, and CAPTRUST, among others. The service covers:

• RSU vesting strategy, ISO and NSO exercise timing, and AMT exposure modelling
• Pre-IPO and tender offer decision frameworks across taxes, cash needs, and concentration risk
• Account consolidation across brokerage, 401(k), IRA, and cash accounts
• Tax-loss harvesting, dynamic rebalancing, and cash optimization via a proprietary Smart Treasury strategy
• Alternative and crypto allocations offered as optional portfolio components

For a family office reader, Titan is most relevant as a reference point or potential resource for principals whose wealth originated from equity compensation rather than a liquidity event already completed. The firm does not serve institutional investors, multi-entity structures, or established family offices with complex legal entity stacks. Buyers who need consolidated reporting across third-party custodians, trust accounting, or governance tools will need to look elsewhere.

• Equity compensation planning including RSU, ISO, NSO, and AMT strategy
• Pre-liquidity event decision modelling for IPOs, acquisitions, and tender offers
• Career transition financial planning
• Portfolio management across equities, fixed income, alternatives, and crypto
• Account consolidation and cash optimization
• Retirement account strategy including 401(k) allocation and IRA planning

• Dedicated one-on-one human advisor with no rotational handoffs
• Proprietary Smart Treasury strategy for cash optimization
• Dynamic rebalancing and tax-loss harvesting
• Pre-IPO and tender offer scenario modelling
• Active and passive portfolio strategies across U.S. And international equities
• Crypto allocation option as an optional portfolio component
• Account consolidation across brokerage, 401(k), IRA, and cash accounts
• 529 education savings plan coordination
• Access to interval funds and third-party alternative investment products
• Fiduciary RIA structure with transparent fee schedule

Built for Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

Dedicated one-on-one human advisor; advisor call booking available online