Financial Architecture for the Exceptional

Bespoke wealth management and strategic advisory for ultra-high-net-worth individuals.

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About the Founder

Stephen Samuel, CPA, CFA, FRM

Stephen Samuel stands at the intersection of financial expertise and visionary leadership. As a triple-certified professional holding CPA, CFA, and FRM designations, he brings unparalleled analytical precision to wealth management.

Known for his discretion and strategic brilliance, Stephen has established himself as the financial architect behind some of today’s most successful entrepreneurs, celebrities, and innovators. His approach combines rigorous analysis with creative structuring to preserve and grow wealth across generations.

With a background spanning elite financial institutions and private advisory roles, Stephen founded The Samuel Group to provide a level of personalized service and strategic insight unavailable elsewhere in the market.

His clients value not only his technical expertise but his ability to anticipate market shifts and regulatory changes before they impact portfolio performance. Stephen’s commitment to excellence and confidentiality has made him the trusted advisor to an exclusive roster of ultra-high-net-worth individuals who demand both sophistication and discretion in their financial affairs.

Under his leadership, The Samuel Group has developed proprietary methodologies for wealth preservation and growth that address the unique challenges faced by high-profile individuals and families with complex financial structures spanning multiple jurisdictions.

Elite Services

Tax & Entity Structuring

Strategic tax planning and entity formation designed to optimize your financial position across multiple jurisdictions.

Investment Oversight

Comprehensive portfolio management with access to exclusive investment opportunities not available to the general market.

Risk & Legal Shielding

Sophisticated asset protection strategies and risk management solutions to safeguard your wealth from unforeseen challenges.

Philanthropy

Strategic charitable planning that maximizes both social impact and tax efficiency through foundations, trusts, and innovative giving vehicles.

Legacy Planning

Comprehensive multi-generational wealth transfer strategies that preserve your financial legacy and family values.

Brand Equity Deals

Expert negotiation and structuring of brand partnerships, licensing agreements, and equity positions to maximize long-term value.

Royalty & Contract Monitoring

Meticulous tracking and auditing of royalty payments, contract compliance, and revenue streams to ensure you receive full compensation.

Concierge Advisory

24/7 access to our team for time-sensitive decisions and crisis management, ensuring your financial interests are always protected.

Client Experience

Confidential. Elegant. Fully Tailored.

The Samuel Group maintains a deliberately limited client roster, accepting no more than 15 clients per year. This exclusivity ensures each relationship receives the focused attention and bespoke service it deserves.

Our engagement begins with a comprehensive discovery process, where we develop a deep understanding of your financial landscape, personal values, and long-term objectives.

Every client is paired with Stephen Samuel directly, supported by a dedicated team of specialists selected specifically for your unique situation.

We pride ourselves on anticipatory service—addressing needs before they arise and identifying opportunities before they become obvious to the market.

15 Maximum clients per year

24/7 Dedicated Access

100% Confidentiality

Exclusive Client Dashboard

Your Wealth, Visualized with Precision

The Samuel Group’s proprietary digital dashboard provides clients with an elegant, intuitive interface to monitor their complete financial landscape in real-time.

Unlike conventional platforms, our dashboard is custom-tailored to each client’s unique portfolio structure, providing insights that matter most to you.

Real-time portfolio performance visualization
Secure document vault for critical financial records
Integrated tax planning and projection tools
Private communication channel with your advisory team
Customizable reporting and analytics

Luxury Meets Intelligence

"True wealth is not merely accumulated—it is architected with precision, protected with vigilance, and preserved with foresight."

- Stephen Samuel

Precision

We apply meticulous attention to every financial detail, ensuring nothing is overlooked and every decision is optimized.

Privacy

Discretion is fundamental to our practice. Your financial affairs remain strictly confidential at all times.

Generational Freedom

We structure your wealth to transcend time, creating lasting financial independence for generations to come.

Request a Private Consultation

The Samuel Group accepts new clients by referral only. If you've been directed to this page by an existing client or trusted advisor, please complete the form below to request a private consultation.

The Samuel Group

Private Wealth Advisors

By appointment only
New York | Los Angeles | Miami
contact@thesamuelgroup.com