Sophisticated family office strategies for those who have outgrown the limitations of retail financial advice.
Nathan Kangpan
Founder & Lead Advisor
High-Net-Worth Leaders are Being Underserved by the Financial Industry
I spent nearly 20 years in the agency trenches. I’ve lived the 4:00 AM pitch cycles, the sudden marketing budget cuts, and felt the weight of various golden handcuffs.
Through it all – starting at Rosetta through its acquisition by Publicis and then serving as Global CIO at Kepler through its acquisition by kyu – I was pursued by generalist financial advisors.
They were all selling the same basic portfolios and static “strategies” with different coats of paint.
But more importantly, I realized that investors with $1–20 million in assets are chronically underserved by the industry. At this level, you have outgrown the retail portfolios and financial plans of generalist advisors, yet you are often excluded from joining family offices.
I built Kangpan & Co. to bridge this gap. We specialize in solving the high-stakes problems facing leaders in the agency, ad-tech, and marketing world:
- Adaptive Tax Optimization: Your income isn’t linear. Your tax strategy shouldn’t be either. We optimize tax strategies for the variable bonuses, RSUs, LTIPs, and earnouts unique to the agency and marketing world so you keep more of what you’ve fought for.
- Portfolio Augmentation: Many investment portfolios are highly correlated with the very same economic cycles that affect marketing budgets. We incorporate public and private alternative asset strategies to help provide additional resilience when traditional markets—and the industry—face a downturn.
- Income Generation: You never know when a merger or client loss will disrupt your best-laid plans. We build multi-asset income streams to transform your assets into cashflows that no layoff or budget cut can touch. Or set up a cashflow stream that gives you the confidence to step away from the corporate grind and start that boutique advisory you’ve always dreamed of.
We don’t do generic planning. We specialize in engineering Personal Endowments – custom strategies that build and shield your legacy from industry volatility using approaches and assets employed by some of the world’s most sophisticated family offices.
Bridging the Gap Between Retail Advice and the Family Office for Business Leaders
Join other high-earning and high net worth leaders leveling up from generalist advice with sophisticated tax-alpha and alternative investment strategies by following our bi-monthly Client Updates.
Every two weeks we deconstruct the Personal Endowment strategies we develop for clients to help steer their family’s capital toward what matters most:
- Tax Optimization: How more dynamic and customized tax strategies surgically identify opportunities for you to keep more of your wealth.
- Portfolio Resilience: How alternative assets and private markets can help transform traditional stock and bond portfolios into all-weather income.
- Lifestyle Design: Navigating the more complex decisions and tradeoffs that come from building wealth—like deciding to leave a C-level position to start your second act.
We don’t just manage capital; we’re building a community. Our clients are the architects behind how people experience the world. When you partner with Kangpan & Co., you are joining a network of leaders who value global impact through creativity as much as bespoke wealth management.
See What Your Current Strategy or Advisor is Missing
Let us show you how much more impactful a specialist can be on your wealth vs. a generic advisor. Schedule a complimentary, 30-minute Structural Audit to see what tax, investment, and planning opportunities your current strategy and advisors are missing.
No pitch. Just a tangible deliverable with insights and recommendations you can apply today.
email: [email protected]
Kangpan & Co. 