Founder

Our firm specializes in providing a comprehensive array of tax and financial planning services tailored for high-net-worth individuals and their entities. Our services encompass entity planning, outsourced CFO services, business valuation, exit strategies, liquidity planning, cash flow planning, risk management, wealth planning, estate planning, retirement planning, financial coaching, and personal development. We collaborate closely with our clients to craft customized plans that address their distinct needs and objectives, offering unwavering support to help them attain financial security and success.

Vien is a holder of multiple licenses and qualifications, including CPA/PFS, CMA, FMVA, and a North Carolina real estate broker's license, accompanied by an MBA degree. He specializes in various realms of expertise.