Family Office
Compound Planning, Inc.
Compound Planning is a digital family office serving tech founders, employees, investors, entrepreneurs, professionals, and retirees. They provide integrated wealth management across taxes, investments, and borrowing, helping clients manage their financial lives in a single platform. The company focuses on supporting f…
Asset classes & sectors
Commodities
Decision-makers
Christian Gwilym Benedict Haigh
CHIEF EXECUTIVE OFFICER AND OWNER
Jeffrey Andrew Smith
CHIEF COMPLIANCE OFFICER
Eric Flynn
Head of Wealth Management
William LeBoeuf
Senior Portfolio Manager
Steve Dean
Chief Investment Officer
Members only
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