diversified advisory focused on middle market operating companies, alternative assets, and other strategic investments

When traditional strategies are not enough,  seek unique potentials.

Our dedicated family office team leverages the resources, relationships, and insights of Agdan to help family offices of all sizes achieve their objective across private and public markets. 


advisory & strategic planning


family offices

Tax management

Agdan Consulting and its Advisors are split between private wealth advising, portfolio services, and asset management. On the investment side, the boutique heritage is in growth equities & RE Driven income, but it's developing more into energy, redevelopment, and curated asset investing after acquiring Greenwich-based company Waystone in 2018. The firm has since near-shore its research team and launched sustainability-driven strategies in fixed-income, small-cap equities, and Real Estate driven income. It plans further offerings along those lines. The firm has also hired selected 3rd party managers to build out its centralized back of the office to keep up with demand.

Businesses need vision. We'll provide one along with the steps to get there.​..one advisory at a time.


Our consultants' experience spans from High Growth Companies, Commercial Real Estate & Development, Technology, Energy, and Consumer Products.



In the city where opportunity avenue meets preparation boulevard is a street corner we like to call success.

Founded in 2008, agdan is a holding & and high facilitator advisory firm for family BUSINESS, middle level companies, start ups, and  private wealth.


AGDAN HAS SPENT decades AS A BEHIND-THE-SCENES PLAYER FOR INDIVIDUALS AND COMpANIES AS IT INCREASINGLY FOCUSES ON STRATEGIC INVESTMENT advisory IN HIGH GROWTH COMPANIES IN REAL ESTATE & DEVELOPMENT, TECHNOLOGY, ENERGY, AND CONSUMER PRODUCTS.  


with over $450 million in client assets managed, we work together in all aspects investment underwriting, finance, acquisition, oversight, and realization. 

Strategies to help maximize after-tax wealth. Through strategies designed to minimize taxes, manage volatility, enhance total return or generate income.

STRATEGY & SUCCESS