Why We Built Panoramic
The wealth management industry has long faced a critical disconnect: while 50% of total US wealth is held in private businesses, with 70% of business owners’ wealth tied to their companies, traditional wealth management firms primarily focus on publicly traded stocks and bonds. This gap leaves business owners navigating critical decisions without integrated guidance on how these choices impact their personal wealth and legacy.
After decades of collective experience in investment banking, private equity, business operations, and wealth management, we recognized the need for a fundamentally different approach to serving business owners. This understanding inspired the creation of Panoramic Capital Partners.
We built this firm to solve a fundamental challenge: combining sophisticated wealth management with hands-on business advisory services to provide truly comprehensive guidance for business owners.
Our vision extends beyond traditional wealth management. We’re here to partner with founders and business owners through their entire journey—from growing and optimizing their business, through a potential transaction, to managing their wealth after a sale. For us, this isn’t just business – it’s personal. Throughout our careers, we’ve sat on the same side of the table as our clients, experiencing firsthand the challenges of building, growing, and transitioning businesses and managing the complexities of wealth within their families. We built Panoramic to be the comprehensive advisor we always wished existed in the market.
How We Serve Business Owners
Most business owners will only sell their company once – a pivotal moment that defines their family’s financial future. Yet the expertise needed to optimize this outcome spans both sophisticated business operations and comprehensive wealth management. This is where our approach is different.
At Panoramic, we’ve brought together a unique combination: we’ve merged transaction advisory and operational expertise with sophisticated wealth management capabilities. Taylor Gentry‘s background in investment banking, private equity investing, and serving as CFO for operating businesses combines with Nick Hubert‘s background in wealth management and real estate development – including developing and managing over 75 apartment units; and Andrew Carter‘s 30+ years of experience implementing holistic wealth management strategies and complex estate plans for successful families and business owners. Our team offers a breadth of expertise that simply doesn’t exist at traditional wealth management firms.
Through our comprehensive approach, we help business owners create value in their companies while building lasting personal wealth. Beginning with our proprietary COMPASS Score assessment, we develop a clear understanding of gaps in achieving both business growth and personal financial success. We then work together to implement our NorthStar planning process – a systematic approach to value creation that includes a systematic approach to value creation that includes financial modeling and forecasting, operations optimization, resource allocation strategies, and enhanced financial reporting. The resulting NorthStar planning document clarifies objectives, action plans, timelines, and ownership to maximize business value. The magic doesn’t lie in the document, it lies in the process of focusing the resources within the business through conversation, intentional planning, honesty, and clarity.
But our work extends far beyond the business. We help integrate these business decisions with your personal financial strategy – from real estate investments to portfolio management, from tax planning to estate design. Every decision is viewed through the lens of both business impact and personal wealth creation.
When it’s time for a transition, we guide you through working with investment banks, attorneys, and other advisors, ensuring your interests are protected every step of the way. And after the sale, we’re there to help manage and grow your wealth for generations to come.
This comprehensive approach is why business owners choose Panoramic.
What We Provide
At the center of everything we do is our Personal CFO service model. We coordinate and advise on all aspects of your financial life, allowing you to focus on what matters most – running your business and dedicating time to your passions.
Our comprehensive services include:
- NorthStar – Our business consulting service to help create and capture value in your company
- Investment management, including access to sophisticated private equity and alternative investments typically reserved for institutional investors
- Family governance and next-generation education & planning
- Real estate investment analysis and strategy
- Estate planning and asset protection
- Strategic debt management
- Holistic financial planning to wrap it all together
Within each service area, we deliver three core benefits:
- Access to sophisticated solutions and trusted professional networks
- Advice built on real-world experience growing and transitioning businesses
- Time and energy savings through our coordinated management approach
Each service is delivered with a single focus: helping business owners build, protect, and transition wealth. Through our coordinated approach, we ensure your business decisions align with your personal financial goals and legacy aspirations.
To learn more about how Panoramic Capital Partners can help optimize your business value while building lasting personal wealth, visit us at panoramiccp.com or reach out to our team directly.
Panoramic Capital Partners (“Panoramic”) is a registered investment advisor.
The information provided is for educational, informational, and illustrative purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. Panoramic Capital Partners and its advisors do not provide legal, accounting, or tax advice. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. This article may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
The above targets are estimates based on certain assumptions and analysis made by the advisor. There is no guarantee that the estimates will be achieved.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Advisory services are only offered to clients or prospective clients where Panoramic and its representatives are properly licensed or exempt from licensure.