George LeBeau is a highly experienced financial executive who has worked for over a decade with an ultra-high-net-worth single-family office, where he oversaw the investment portfolio and family goals. He has a strong background in venture capital, entrepreneurship, and software development, as well as in management and financial modelling.
George's expertise includes partnering with entrepreneurs to develop business strategies, project cash flows for all elements of family and business life, and execute marketing strategies to work towards an exit. He launched a company in 2020 to provide services to families of wealth that need services beyond what a typical investment bank can provide. His main goal is to solve complex problems and help families achieve their highest goals.
George holds an MBA in Business and Finance from the University of Southern California's Marshall School of Business, a BA in Business/Economics and an English Minor from Wheaton College, and a Master of Business Administration from the University of Southern California. George's professional experience includes serving as Chief Executive Officer of Sound Advising, Chief Financial Officer, and Chief Operations Officer of private single-family offices. He also worked as Lead Systems Analyst at Hewitt Associates and as a Financial Planning Intern at Merrill Lynch.