White Crest Advisors advises businesses, family offices, funds, and individuals through complex financial decisions — with the discipline of an institution and the attention of a boutique.
Our team has supported hedge funds, private equity firms, venture-backed companies, family offices, entrepreneurs, and high-net-worth families through complex financial decisions — from inside leading investment firms and global fund administrators, and now from White Crest. In 2026 we merged with William Faivus CPA, adding 25+ years of deep-rooted New Jersey tax and compliance practice.
We build lasting relationships with our clients, serving as trusted advisors who understand the complexities of your financial landscape — committed to your long-term success. Our philosophy: clarity first, strategy second, execution always. We focus on a plan that's coordinated, tax-aware, and aligned with long-term goals.
We simplify complex financial decisions and deliver disciplined, transparent advice — so clients build, protect, and preserve wealth across generations.
The most important decisions in business and personal wealth are deeply connected. We coordinate tax, accounting, advisory, and strategic planning so every decision supports the bigger picture — because the best outcomes come from one team that sees the whole picture, not from having more advisors.
The most valuable financial work happens before a transaction closes — not after the paperwork is done. That's when choices still exist, and where we do our best work.
Sophisticated financial thinking shouldn't be reserved for billion-dollar funds. It should be available to every client making an important decision — the founder, the family, the executive.