Beyond his role as a financial advisor to a New York City business consulting firm, Steven Etkind is a senior advisor to two major New York City family offices that focus on equity in privately held companies and real estate investments. The offices each manage over $1 billion in total investments. Steven Etkind assists in allocating capital for these offices and ensures the strategic diversification of all asset classes.

In addition, Steven Etkind assists with such as selecting outside accounting and banking advisors and legal counsel. He supervises internal financial officers and establishes equity-based compensation for existing and new employees.

As a family office advisor, he has structured and facilitated the sale of businesses valued in the hundreds of millions of dollars. He has also advised prestigious clients, such as business owners whose net worths exceed $100 million, guiding them through complex financial and legal processes. Mr. Etkind laid the foundation for his success in the family office sector with a juris doctor from Tulane Law School.

Steven Etkind