Adriel J. Meditz's Linkedin Analytics

"The best time to plan your exit is the day you start your business. The second-best time is now." As a third-generation Texan and Austinite for almost 30 years, I've witnessed our city transform from a sleepy little college town into a thriving tech and business hub. This perspective gives me unique insight into the challenges facing successful business owners in our community. What makes our approach different at PNC Private Bank? Upfront, we don't push product (or get commissions in our roles). Product sales are an old school planning mindset and to be honest, you can do most balance sheet planning on your own now, just a question of do you have the time / bandwidth. Instead, we prefer to focus on solving complex wealth situations since we’ve found our clients aren't looking for another advisor pushing the same tired financial solutions. Most clients already have a grouping of advisors but they partner with my team specifically to navigate the most significant financial transitions of their lives with confidence and efficiency. Although we do have a broad mix of wealthy clients and families that we help, we specializes in helping successful entrepreneurs manage through and beyond their exit / liquidity in three major ways: - Review & deploy tax-efficient planning strategies BEFORE liquidity events (when it matters most) - Help manage investment risk on their personal balance sheets to preserve wealth across generations - And finally, we commit to serving as true fiduciaries, always putting client interests first Coffee, lunch, dinner, your pick - I'm buying, and I promise to NOT pick your brain over anything!