Inflection Capital Management: A Year of Innovation in Wealth Management

In an era where wealth is evolving rapidly, Inflection Capital Management is stepping up to meet the needs of modern wealth creators. Founded to offer institutional-grade services tailored for families, this boutique investment firm is revolutionizing the wealth management landscape. As it celebrates its first anniversary, its mission becomes ever clearer: provide independent stewardship that lasts for generations.

The Context of Change in Wealth Management

Recent studies reveal that the United States is on the brink of the largest transfer of wealth in history, projected to exceed $84 trillion by 2045. However, the industry faces a significant challenge: around 70% of these wealth transfers falter. Failures often stem from fragmented advice, misalignment among stakeholders, and a lack of comprehensive planning.

Justin Kunz, the CEO and Founding Partner of Inflection, aptly notes, "Founders and families don't want another bank or investment adviser—they seek a partner that understands generational stewardship. Our approach takes cues from the largest single-family offices that have successfully operated this way for years, and we are bringing this playbook to our clients."

A Unique Approach to Family Wealth

Inflection Capital aims to recreate the single-family office experience for its clients. This holistic model focuses on integrating family governance with investments, tax strategies, estate planning, philanthropy, and the core values that define a family’s long-term vision. Such a cohesive framework helps families navigate the complexities of wealth management, ensuring that all components of their financial lives work synergistically.

Additionally, the firm cultivates a community where family members can learn from each other, fostering an environment of collaboration and supportive learning.

Drawing from Institutional Experience

Before launching Inflection, Kunz, along with Managing Partner Katie Riley Mahany, built their careers within prestigious organizations like BlackRock and Fidelity. There, they advised high-net-worth families and institutional investors on managing their portfolios and navigating wealth transitions.

Their experiences reinforce a vital truth: families thrive under the guidance of independent advisors who genuinely understand the nuances of family offices. Inflection's commitment to independence ensures it can focus solely on its clients’ needs, offering transparent fees and personalized education.

Their investment philosophy emphasizes selective partnerships with boutique asset managers to enhance alignment and discipline. This strategy contrasts sharply with traditional model portfolios, focusing on long-term growth rather than short-term gains.

Embracing Modern Wealth

Today's wealth creators are uniquely positioned; they are often early adopters of technology and take calculated risks that require adaptive advisory support. Inflection recognizes this shift and embraces a modern, tech-forward approach. By leveraging advanced technology and AI, the firm offers real-time reporting, intelligent tax and estate analysis, and proactive portfolio management that aligns with the fast-paced lifestyle of its clients.

Tailored Services for Unique Needs

Inflection’s model is distinguished by its flexibility — whether partnering during a wealth transition, managing an entire investment portfolio, or coordinating various components of financial strategy, the firm adapts to cater to evolving client needs. Each relationship is crafted to reflect the family’s current situation and where they intend to go, maintaining a unified strategy that grows with them.

Riley Mahany asserts, "These clients are shaping the future. They deserve guidance that not only keeps pace with their dynamic world but also remains aligned with their families across generations."

Looking Ahead: A Future Built on Independence

As Inflection heads into its second year, it remains committed to its independence as a partner-owned firm. This unique structure guarantees alignment with client interests rather than a drive for growth at the expense of individualized service. The firm's growth reflects a deliberate strategy, as illustrated by its recent partnership with The Oglethorpe Collective, LLC, enhancing its capabilities while adhering to its selective client approach.

Kunz emphasizes a structured commitment to serving families across multiple generations. By promoting an environment grounded in trust and clarity, Inflection is fostering a new standard in wealth management, one that not only meets the needs of today’s families but also prepares them for the complexities of tomorrow.

For families seeking guidance in navigating wealth transitions or desiring a more cohesive approach to wealth management, Inflection Capital Management offers the expertise and partnership necessary to excel.

For more information, visit www.inflectioncm.com or contact them at (415) 730-2797 or [email protected].