We are four seasoned professionals with over 50 years of combined experience in wealth management, estate planning, and financial advisory. Driven by a shared vision and deep expertise, we united to launch Santara Capital — a new firm dedicated to serving high-net-worth families. We specialize in creating personalized strategies that optimize investments, structure tax-efficient estates, and ensure smooth succession planning. Through a results-driven and client-centered approach, we help families navigate financial complexities, protect their wealth, and build lasting legacies for generations to come.