Aaron Beydoun is an entrepreneur and graduate of Harvard Business School working at the intersection of global finance, commodities, and emerging technology. Above all, he’s a husband and father — and everything changed when he became one. The financial world, once familiar, suddenly felt fragmented and misaligned with what modern families actually need: not just products, but clarity, trust, and strategy for long-term wealth creation.
He began his career with two of the world’s largest family-owned trading companies — global firms built by families who started with little and quietly shaped generational wealth. Living and working across four continents, he developed a systems view: the ability to see how complex, seemingly disconnected parts — like tax, insurance, college savings, real estate, investing, and inheritance — are deeply interwoven. Over time, he came to believe that true success today isn’t measured by accumulation alone, but by the freedom to make thoughtful decisions for the people who matter most. Today, he helps other families build that kind of foundation — with structure, intention, and confidence.
When my daughter was born in 2023 — on the same day as my birthday — everything changed. Like many of you, I felt the immediate weight of responsibility: protecting my family today while planning for college, aging parents, career risk, and whatever the future might bring.
I wasn’t just thinking about savings or insurance. I was navigating equity compensation, real estate, education costs, and long-term goals — all while trying to build stability in a world of rising geopolitical, financial, and professional volatility. If so much in life is uncertain, why allow my family’s foundation to face the same risks? The goal is to minimize exposure, not compound it.
What I saw was a fragmented system: generic advice, product-driven sales, and institutions offering narrow solutions. 529 plans sound simple, but expose you to market swings and limit financial aid. Brokers sell products. Banks sell what they're paid to sell. Very few offer true strategy, never mind the low trust and misaligned incentives. The type of advice I needed does exist though, but only for the ultra high net worth who have access to a private bank that typically require a minimum of $5-$10 million in liquid investable assets.
But after 18 months and 146 conversations with more sophisticated families, elite private banks, and successful high-net worth individuals, I learned that there is a better way. The most trusted families don’t chase products or trends; they build durable, integrated structures that adapt as careers, markets, and life evolve. It requires seeing the full system — and understanding how every financial decision connects across time.
That’s what I’ve been quietly building: a deeply personal, fully integrated approach to long-term wealth creation, tax optimization, and protection — modeled on how the most sophisticated families actually operate.
This founding group is the first step. I’m not trying to scale quickly. I want to build something lasting, one family at a time. In many ways, this is the early foundation of the modern, relationship-driven private bank I wish had existed when I began this journey.
Thank you for being here at the start.
