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Spearhead is a boutique financial services firm exclusively focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms. We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies.
We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.
Parkside Credit Union is a Livonia, MI-based company in the Financial Services sector.
True Wind is a San Francisco based private equity firm, focused on partnering with management teams and investing in leading technology companies across niche sectors within large and growing markets, Our founders have invested over $10 billion of equity public and private transactions and have 70 combined years of experience building successful companies in a variety of industries, geographies, economic cycles, and transaction types. Our cross-sector investment history provides a diverse set of experiences and skills, which we leverage and focus within a disciplined technology practice.