Christian Serena

I serve founders and real estate families at the exact moments where clarity matters most — during liquidity events, major transitions, and complex decision points.

Founders operate in a different world. Their wealth is concentrated, their timelines are compressed, and the consequences of a single decision can echo for decades. Traditional wealth advice rarely meets that reality.

My work focuses on three areas that create the greatest long-term impact:

• custom credit strategies that expand flexibility,
• pre-liquidity planning that helps eliminate blind spots, and
• advanced estate architecture that helps protect control and future choice.

I collaborate closely with attorneys, CPAs, valuation experts, and real estate specialists to build integrated strategies that are built for complexity, not simplicity. My role is not to sell products — it’s to engineer optionality and help founders make better decisions when the stakes are highest.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.