Our name reflects the dynamism of the clients we advise. We work with a network of accomplished clientele—people who make a mark on the world through their intellect.

“Intellect” is defined as the ability to come to the correct conclusion about what is true and to solve problems. We are privileged to work with people who marry their intellect and ingenuity, creating lasting value for themselves, their families, their companies, and their societies.

Intellectus combines “intellect” and “us.” But it’s not just our intellect. It’s the talent and substance, connectivity and passion of the people we advise. When you become a client of Intellectus, you not only gain an advisory team that is utterly focused on you and your needs. You also gain a broad and diversified circle of like-minded peers who share ideas, experiences and opportunities, generating connection and insight across an elite group of innovative leaders.

Intellectus Partners represents a different approach to wealth creation and preservation. We work with entrepreneurs and successful executives —people who expect and demand something beyond “business as usual.” We are much more than investment advisors or relationship managers. We are integrally involved in the financial, professional, and familial lifecycle of the clients we serve. Entrepreneurs ourselves, we embrace our ability to innovate, create value, quantify risks, and help clients capitalize on the fat pitch of opportunity.

Born in Silicon Valley but now headquartered in San Francisco, Intellectus Partners is an on-the-ground resource for the clients we serve, with deep roots and widespread connections in this vibrant and intense community. We are not all things to all people. We bring a deep domain expertise that results in a different caliber of experience for our clients.

We believe that the traditional wealth management model is broken. Most clients are underserved because of the Big Banks’ embedded conflicts of interest. Entrepreneurs and executives are particularly ill served. Traditional wealth managers view clients in terms of their investment assets alone. For entrepreneurs and executives, their wealth is typically not only in their investment portfolios, but also in the businesses they have built or are running. Intellectus changes the paradigm. We help our clients address key issues of creating and preserving self-made wealth, spanning a lifecycle of needs, from formation all the way through impact investing:

How to navigate the evolution of a business, from incipient idea through sale or transfer.
How to optimize a business structure relative to investment, tax, and wealth transfer objectives.
How to source, evaluate, implement and manage diverse investment managers, strategies and opportunities.
How to strategize for equity ownership, relative to planning, hedging, liquidity, and sale.
How to assemble the best experts to achieve professional, personal, and philanthropic goals.
How to turn your success and wealth into a positive catalyst for the world around you.

Intellectus Partners offers a new paradigm of wealth creation and preservation. Within this new beginning stands a solid foundation. David La Placa and Jay Casey, our founders, have worked together since 2000. They offer a seasoned maturity infused with a collaborative ethos and innovative mindset that drives their lifecycle advisory approach. David and Jay are joined by our Vice President of Client Financial Planning, Kelly Morton, and our Vice President of Operations & Administration, Tina Chan, and who have been with the team since 2000 and 2010 respectively. Our continuity, longevity, and harmony as a team confer benefits to our clients; they know that we have the processes and systems in place to ensure robust coverage for their needs. Our internal operations are sound, and our new partnership with Dynasty Financial Partners significantly enhances that scale and stability, freeing us to devote our energy to the more important concerns of our clients.