Jane
Beule
,
CFP®, TEP, GFP Fellow
Firm Details
Griffin Black is a Silicon Valley-based, SEC registered, fee-only advisor. We specialize in helping growth-oriented executives, professionals, and business owners (including solo-preneurs) with highly individualized planning and investment solutions. Our solutions extend far beyond basic retirement planning to include equity compensation analysis, risk management, innovative retirement cash flow solutions, estate (succession) planning, tax planning, cross-border wealth management, and more.
Countries of Expertise
India, Ireland
Biography
Jane has been collaborating with India-based colleagues since 2013 to build effective cross-border investment and wealth management teams. She and her team work with both SEBI-registered and non-SEBI-registered Indian advisors of the highest caliber in order to provide individualized packages of financial planning and investment management services for clients whose finances and lives span both countries.
Specialties
US-India Inbound/Outbound Planning, EB5 Families, US Citizens & Green Card holders living in India, Indian Executives in the US who have investments in India or who wish to retire in India, US-India Business Owners.
Billing Types
We typically charge on the basis of investable assets (AUM), but may also consider retainer-based pricing if circumstances warrant.
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