$2B Advisory and Asset Management Firm Opens in LA

“We specialize in simplifying complex family, business, and market dynamics and serve as a fiduciary offering unbiased and results-driven solutions,” he explained. “Both our companies are truly independent, and we are totally agnostic in terms of the type of assets we advise on or where they are custodied.”

Audent Family Wealth Advisors is serving affluent individuals and families, business owners, entrepreneurs and family offices “seeking the objective guidance of an experienced team of consultants who provide independent and unbiased advice to address the tax planning and financial management needs of its clients,” the firm said. It specializes in two key areas: family office consultancy/personal CIO-CFO services, and business pre-event/income tax/estate planning.

In addition to the two founders, Audent Family Wealth Advisors includes Marc Pierguidi, vice president of CIO-CFO services, who has more than two decades of accounting and financial services experience working with high-net-worth clients., the company said.

Meanwhile, Audent Global Asset Management is a full-service investment boutique providing global investment solutions covering equities, fixed income, alternatives, venture capital and derivatives in actively managed and tax-efficient portfolios that align with clients’ goals, the firm said.

Working alongside Feinstein is Gregg Kaplan, vice president and derivatives portfolio specialist, who brings more than two decades of experience in derivative and equity trading, execution and risk management, the company said.

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