We are light years beyond “financial planning”.


Our analyses are exhaustive and forensic-quality.


We begin with deep profiling, analyze your balance sheet for hidden risks, and structure bespoke solutions to minimize income and estate tax, protect assets, and position investments for success.


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Have a true, unconflicted advocate in your corner.


We are fiduciary bound to our clients twice over:  once as a registered investment advisor and again as a benefit corporation.


Find out how we’re taking fiduciary duties to the next level.


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For Attorneys


We have worked with hundreds of attorneys over the past 14 years.  We understand your unique risk exposures and know how to plan for them.


It’s time to bring the same level of crafted granularity to your finances that you do to your engagements.


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Bantam Inc.
New York, New York
845.605.1007 office

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