Schedule a Conversation
The first step is a short, confidential conversation. We can discuss your situation — concentrated equity, RSUs, a liquidity event, or capital that needs a cleaner structure — and see whether there is a fit.
No long questionnaires. No sales pressure.
30-minute intro call · Eastern Time · You’ll get video details by email after you book.
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Usually 15–30 minutes by phone or video.
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Yes. You’re welcome to include them if you make financial decisions together.
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You don't need to gather or send statements beforehand. The primary purpose of this meeting is for us to learn about your goals, outline our fiduciary approach, and discuss your expectations.
Get In Touch
Phone: (646) 980-9724
Email: herman.schroeder@schroedercap.com
Office Location: 398 Henry Street, Cobble Hill, Brooklyn, NY 11201
(Meetings by Appointment)
I work with clients locally in Brooklyn (Cobble Hill, Boerum Hill, Park Slope, Carroll Gar