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Rehan Chaudhry is a Partner Advisor at AdvicePeriod, where he advises a select group of high net worth individuals and senior corporate executives, helping them to integrate their asset allocation and investment strategies with tax, estate planning, and philanthropic strategies.

Rehan, a Partner Advisor, found himself excited by AdvicePeriod’s innovation and the direction of its platform. He believed that the company was focusing on the areas that are most important for clients. Before AdvicePeriod, Rehan was involved at his previous firm in helping entrepreneurs sell their businesses and subsequently assisted them in their financial goals. After deciding to join the team, he has appreciated the degree of autonomy afforded him in his own business while building and developing it under the AdvicePeriod umbrella.

With the help of the AdvicePeriod team and its deep bench in planning, Rehan is able to think of creative solutions for his clients. The operations team and the back-office support Rehan and his team, and reduce the stress-load, making doing business much easier. AdvicePeriod takes care of the smaller things that would take attention away from his clients and their needs.