Herman Schroeder
Herman founded Schroeder Capital Management, LLC in 2017 to help individuals and families build wealth, prepare for retirement and feel confident in their finances.
Prior to founding the business, Herman had a career in investment banking at UBS in New York, focusing on Global Industrials.
Herman also worked as an auditor for real estate and industrial clients at KPMG in London. He began his career in 2005 as an Equity Analyst at Imalivest, a South African Hedge Fund, and also held roles in credit trading and operations at UBS in Stamford and Morgan Stanley in London.
Herman received his M.A. in Economics and Accounting from the University of Edinburgh in 2005. He graduated with an MBA from the Darden School of Business at the University of Virginia in 2014, with a specialization in Asset Management, Private Equity, and Finance. He is a qualified Chartered Accountant (ACA) and CFA charterholder.
A South African native, Herman now lives in Brooklyn with his wife and three children, and enjoys watching rugby in his free time.
With more than 140 people, Right Capital, supports us in a few important ways. First, they provide specialist software that creates and updates financial plans in real time. This means changes can be seen right away as your life or goals shift.
Second, they provide a dedicated support team who are ready to help whenever a tricky questions arises. These could be about taxes, retirement rules, investment choices, or anything else that comes up. They’re especially helpful when laws or government rules change, because those updates can affect your plan in ways that aren’t always easy to spot.
Having this kind of backup means you never have to guess or use outdated information. They make sure every part of your financial plan is based on the most current and accurate details available. This partnership helps us stay confident in the advice we give you and makes the whole planning process smoother and more reliable.
Holistiplan has a team of more than 30 who help us in several key ways to make your taxes work better for you. First, they provide advanced software that reads your tax returns and quickly spots ways to save money, like finding deductions or showing how different choices could lower taxes.
Second, they their team of experts we can call or message whenever there is a tricky tax situations. For example, if you’re thinking about selling a business, moving to a new state, or setting up retirement accounts, their specialists explain can help provide support on exactly how the rules apply and what steps to take.
This setup lets us look at your full tax picture from every angle—past years, current rules, and future changes—so we can find smart opportunities others might overlook. We can compare options side by side, such as whether to speed up or delay income, bunch charitable gifts, or use specific accounts for investments. The goal is simple: help you keep more of your money and avoid surprises.
With Holistiplan’s tools and people, we stay on top of the latest tax laws and use that knowledge to build plans that are clear, accurate, and designed just for you. This means better results, less stress, and confidence that your money is working as hard as it can.
We are a member of the XY Planning Network, a community of more than 2,000 financial advisors who collaborate on cutting-edge learnings, technology innovations, idea-sharing, and essential compliance support—ensuring members receive the tools and guidance needed to thrive in an evolving industry.