Global perspective,
personal touch.
Bespoke advisory for founders, families and financial professionals navigating complex capital decisions, liquidity events, and legacy strategy
Trusted by clients with assets across North America, the UK, Europe, and the Middle East.
Morgan Stanley
Goldman Sachs
Credit Suisse
BlackRock
JP Morgan
What Makes London Newman Different
Planning | Capital | Protection
Capital & Liquidity Planning
Strategic planning for exits, business transitions, and major financial decisions.
We help high income families, founders, investors, and professionals structure liquidity events, redeploy
capital intelligently, and protect long-term control of their wealth.
Tax & Compensation Structuring
Tax audits and strategic planning across real estate, equity compensation, options, crypto, and hard assets.
We help clients orchestrate income and assets in a way that reduces unnecessary tax exposure while
strengthening long-term wealth
Cross-Border Advisory
Strategic guidance for international families, investors, and globally held assets.
We help clients navigate complex jurisdictions while protecting and preserving wealth across borders.
Built for Generations. Designed for Discretion.
We help successful professionals, founders, and families turn financial complexity into clear long-term
strategy.
Combining centuries of financial wisdom with cutting-edge innovation
Global Network Access
Worldwide expertise
Connections to financial institutions, capital partners, and advisors across major global markets.
This makes it sound real and credible, not vague.
Confidential White-Glove Approach
Complete privacy
Discreet, high-touch advisory designed for clients who value privacy and direct access to decision-makers.
Much stronger psychologically.
Succession Planning Expertise
Future-focuseds
Helping families design clear strategies to transfer wealth, leadership, and assets across generations.
Custom Financial Reporting Platforms
Smart Solutions
Advanced modeling tools and proprietary custom calculator forecasts designed to help clients evaluate complex financial decisions with clarity.
What Our Clients Say
Daniel and the London Newman team helped us structure a coordinated two-pronged strategy that balanced tax efficiency, asset protection, and long-term legacy goals. Their work gave us clarity and confidence in deploying capital across multiple trusts while preserving liquidity for development projects.
Daniel brought us a group plan solution that was not even on our radar previously. It allowed our group of 40+ physicians to secure additional supplemental income opportunities, outside of traditional retirement plans.
Working with Daniel on SPH’s AI-driven knowledge-extraction initiative has been transformative. His team is building an intelligent system that integrates decades of valuation data into an automated information engine — helping us secure better terms for the sale of our business.
Daniel helped us navigate buyer outreach, capital structuring, and incentive packaging for the Hospital Plaza redevelopment. His ability to connect us with institutional investors, REITs, and physician-operators has opened doors we couldn't have reached on our own.
London Newman guided our clients through an executive compensation strategy that protected both our clients company and their family. Their use of bank-financed tactics gave us meaningful tax-advantaged coverage while keeping the company equity intact. The process was complex, but Daniel's modeling and explanations made it easy to see the path forward.
Daniel and his team at London Newman helped us weigh several financing options and ultimately secure $25M in growth capital on terms that worked for us. They didn't just connect us to capital — they helped us think through structure, timing, and the long-term impact. Having their network and guidance accelerated our expansion more than we expected.
Frequently Asked Questions
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How does London Newman's fee structure work?
Our model is flexible and bespoke: we offer hourly, success-based, commission-based, or AUM-based pricing depending on your engagement scope. Every structure is aligned to client outcomes, not products.
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How do you collaborate with my existing CPAs and legal advisors?
We integrate seamlessly with your team — enhancing, not replacing, their work. We act as the strategic overlay tying together your financial, tax, and estate planning into one cohesive framework.
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What makes London Newman different from my current advisor?
Most advisors focus on returns or product sales. We take a holistic, product-agnostic approach integrating capital strategy, cross-border planning, and multi-generational wealth design — always anchored to your vision and values.
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Who do you typically serve?
We work with founders, executives, equity partners, family offices, and financial professionals managing complex, multi-jurisdictional wealth. We specialize in liquidity events, executive compensation, and legacy strategies.
Ready to align your strategy with your vision?
Start with a no-pressure conversation and receive personalized insights within 1 business day.