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Financial Advisory optimized for Boston Consulting Group MDPs

In collaboration with our clients at Boston Consulting Group, Geometric has developed a dedicated suite of services designed specifically for BCG MDPs. We have tailored our core service offering (integrating financial planning, portfolio management, and tax services) to the specific needs of a BCG MDP.

BCG-SPECIFIC EXPERTISE

We have spent 9+ years gathering data, building frameworks/models, and creating processes specific to BCG MDPs, including expertise on:

BCG COMPENSATION TRAJECTORY

We understand MDP leveling, drivers of MDP compensation, and the variability of that compensation. We use that understanding to more accurately model your financial projections and help inform your decisions.

BCG COMPENSATION STRUCTURE AND TIMING

We develop a cash/liquidity plan to manage the lumpiness of your bonus payment structure (and BCG’s occasional deviations from the typical bonus payment schedule), especially when planning for new homes, renovations, or other big cash outlays.

BCG RETIREMENT ACCOUNTS

We understand how your 401(k), PSRF, and Officer Retirement Plan (“DIP”) accounts work together, how to incorporate them into your broader portfolio and financial projections, and what you should do with them when you leave the firm.

LONG TERM CAPITAL VEHICLE (LTCV)

We know the mechanics of your LTCV and how to model it in your financial projections (including its financing and proper tax treatment).

VOLUNTARY INVESTMENT PLATFORM (E.G., GREEN FALCON)

We become an authorized user on your VIP investor portal, tracking all BCG-administered private vehicles and fully integrating them into our portfolio management, tax, and financial projections processes. We provide a framework for understanding whether to participate (and at what level) and a Geometric-managed portfolio that continually rebalances around any VIP holdings.

BCG MDP BENEFITS

We know your benefit options and the timing of when selections must be made. We proactively advise you on each benefit decision (supplemental life insurance, personal excess liability, etc.) without you needing to ask.

BCG TAX COMPLEXITY

We serve as your Professional Tax Preparer (PTP) and understand the nuances of BCG MDP tax needs, including multi-state/office reporting, VIP private equity income estimates and K-1s, etc.

DIFFERENTIATORS APPLICABLE TO ALL MBB PARTNERS

ADVISORS AS PEERS

Our Wealth Advisors share your academic background, professional training, and analytical mindset. Several people on Geometric’s team are former MBB consultants. We know the work you do, what makes it both challenging and fun, and the milestones and decision points you may face. If you find yourself considering opportunities outside of consulting, we’ll help you to quantify and understand their short- and long-term financial implications.

INVESTMENT PHILOSOPHY

Geometric’s low-cost, tax-smart, diversified investment philosophy tends to resonate with data-driven consultants looking for an evidence-based approach.

INTEGRATED TAX SERVICES

Tax preparation, filing, and ongoing strategizing by in-house Tax Advisors who are experts in the tax needs of MBB consultants and work closely with your Wealth Advisor – at no additional cost.

OWNERSHIP STRUCTURE

In a rapidly consolidating industry, we believe that remaining an independent, 100% employee-owned partnership is in the best interest of our clients and our team.

BCG PRACTICE LEADERS
  • Full Bio: Andrew Leonard

    Andrew Leonard

    CFP®
    Founder & CEO
    Education

    M.B.A., Harvard Business School
    B.A., Emory University

    Experience

    Classic Capital, Inc. – Partner
    Analysis Group, Inc. – Senior Analyst

  • Full Bio: Tom McAndrews

    Tom McAndrews

    CFA
    Senior Wealth Advisor & Partner
    Education

    M.B.A., Tuck School of Business at Dartmouth College
    B.A., Eastern Washington University

    Experience

    Oliver Wyman – Engagement Manager
    Goldman, Sachs & Co. – Associate
    Bristlecone Advisors – Associate

  • Full Bio: Trevor Sarif-Killea

    Trevor Sarif-Killea

    Wealth Advisor & Partner
    Education

    B.A., Harvard University

    Experience

    Mount Sinai Health Partners – Strategy & Operations Associate
    Boston Consulting Group – Associate
    Decision Resources Group – Strategy Analyst

HEAR FROM OUR CLIENTS AT BCG

“It’s hard to overstate how valuable it is to have wealth advisors who know every detail about your company’s compensation and benefits. Geometric knows BCG to a degree that I never worry we are missing opportunities to be thoughtful and strategic. As an MDP, I have incredible benefits and comp, but they can be nuanced and complex, especially for a person who doesn’t have the time or skill to make the most of them. Thankfully, our Geometric team has helped us navigate them with savvy. From flagging a little-known-but-amazing MDP mortgage rate benefit we’re still enjoying, to efficiently and dynamically planning our liquidity as compensation is distributed throughout the year, to making complicated taxes a true breeze, to helping me strategize about career planning through the financial lens, our Geometric team has helped us craft and maintain a perfect-for-us wealth management strategy over many years now — and they’ve become trusted friends in the process.”

BCG Managing Director & Partner, Boston

Name withheld for privacy. References within BCG are available upon request and with their permission.

“My husband (also a BCG’er) and I both consider working with Geometric to be among the best financial decisions we’ve ever made.  The team knows intimately the ins-and-outs of MBB partner financial dynamics.”

BCG Managing Director & Partner, New York City

Name withheld for privacy. References within BCG are available upon request and with their permission.

“My team at Geometric is fantastic – real thinking partners, always super responsive, clear and straightforward messages. The advice is truly neutral, unbiased, and in my best interest. I have proactively recommended Geometric to my BCG colleagues.”

BCG Managing Director & Senior Partner, New York City

Name withheld for privacy. References within BCG are available upon request and with their permission.

These testimonials reflect the individual experiences of current clients. No compensation was provided for this feedback, and there are no material conflicts of interest. These experiences may not be representative of all clients and are no guarantee of future results.

Geometric has no formal affiliation with Boston Consulting Group, and BCG has not endorsed Geometric’s services.