innovative ideas
Traditional Values
Cohesion Partners is a team
of investment & tax professionals who recognize what works while challenging the status quo. We utilize the skill sets from our entire team to deliver clients unique opportunities and solutions for generating exposure to alternative assets as well as sophisticated strategies for navigating investment & estate tax challenges.
Areas of Practice
Alternative Investments
We specialize in helping investors build a dynamic cohesive portfolio of alternative investments designed to complement existing portfolios, not compete with them. We avoid watered down “retail alts” and instead offer a compelling set of unique investment opportunities using a methodology employed by leading family offices & institutions.
Innovative Tax Strategies
We provide guidance and implementation to wealthy families & business owners looking for unique ways to manage investment and estate tax matters. Cohesion Partners utilizes a bespoke solution built on top of the Private Placement Life Insurance (PPLI) chassis.
Our Team
-
Clark Gaines
FOUNDER
Over 15 years of experience allocating to alternative investments on behalf of ultrahigh net worth families and family offices. Prior to that, owned businesses spanning media & hospitality.
Education: Univ of Virginia & Southern Methodist Univ.
Resides: Charleston, SC
-
Bruce Hendrick
PPLI CONSULTANT
Managing Partner of B-Tex Services. Over 2 decades of experience working with families & business owners on business transactions and tax strategies. Prior to that, a multi-decade career on Wall Street.
Education: NYU School of Law & Southern Methodist Dedman School of Law.
Resides: Dallas, TX -
James Judge
MANAGING PARTNER
Founder Ethos Financial Group, an RIA overseeing nearly $2Billion of assets. 20 years of portfolio management experience working with multi-family offices, institutions and Fortune 50 pension plans.
Education: Boston College & Wharton MBA
Resides: Philadelphia, PA -
Daniel Guy
MANAGING PARTNER
Co-Founder of Ethos Financial Group, serves as COO. Over a decade of experience within a multi-family office and institutional alternatives advisor to multi-billion dollar pension plans.
Education: University of Delaware
Resides: Philadelphia, PA -
Micah Spruill
ALTERNATIVES CONSULTANT
Over a decade of experience investing in digital assets and venture capital. Now heads his single family office MS2 Capital. Serves as Chief Investment Officer for S2F Capital.
Education: Roanoke College
Resides: Charleston, SC
Contact Us
850 Morrison Dr, Ste 375
Charleston, SC 29403
connect@cohesion.partners
Get in Touch
If you’d like to learn more about our various investment opportunities, our investing methodology, or how we approach investment and estate tax, please drop us a line.