Throughout his personal and professional life, Louis Hanna, JD, our Founder & Managing Member been a conduit for competitive intelligence, strategic advice/relationships, & monetizing financial services businesses with an emphasis on the wealth management and asset management sectors. Louis has approximately thirty (30) years of broad-based executive and entrepreneurial experience across virtually all facets of the financial services industry including wealth management, asset management, family offices, alternative/traditional investments, real estate & philanthropy.

Throughout his career, he has worked closely with financial advisors, ensemble groups, teams, enterprise groups, OSJs, broker-dealers, and RIAs in optimizing, growing and monetizing their businesses via transitioning to a new firm/platform, succession/exit planning, practice acquisitions, infusing differentiated traditional/alternative investments into their practice/offering, M&A, client acquisition & client/VIP social events.

Outside of business, Louis enjoys spending time with his 15 year son Cole including traveling throughout South Jersey & Philly discovering & supporting new restaurants, wines, local farms, non-profits & social ventures.

An attorney by training, he is a first-generation high school, college & law school graduate. Quoted in The Family Office Book, Investing Capital for the Ultra Affluent, AdvisorHub, ThinkAdvisor, On Wall Street, Registered Rep, Real Estate Alert, and HedgeFund Alert.