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Financial Advisory optimized for McKinsey & Company Partners
In partnership with our clients and friends at McKinsey & Company, Geometric has designed a custom service offering for McKinsey Partners. We’ve adapted each of our core capabilities (financial planning, portfolio management, and tax services) to the distinct needs of Partners of the Firm.
MCKINSEY-SPECIFIC EXPERTISE
We have spent 5+ years gathering data, building frameworks/models, and creating processes specific to McKinsey Partners, including expertise on:
MCKINSEY COMPENSATION TRAJECTORY
We understand the likely ramp up (and potential variability) of McKinsey Partner compensation, and we use that data to more accurately model your financial projections and help inform your decisions.
MCKINSEY COMPENSATION STRUCTURE AND TIMING
We understand your Structural Award, Additional Award, and the timing of both. We develop a cash/liquidity plan to manage the lumpiness of your inflows, especially when planning for new homes, renovations, or other big cash outlays.
MCKINSEY RETIREMENT ACCOUNTS
We understand how your PSRP, MPPP, and PCBPP accounts work together, how to incorporate them into your broader portfolio and financial projections, and what you should do with them when you leave the firm. We ensure that you maximize your “mega” backdoor Roth contributions to the PSRP each year.
MCKINSEY SHARES
We know the mechanics of your McKinsey equity and how to model it in your financial projections (including its financing and proper tax treatment).
MCKINSEY INVESTMENT OFFICE (MIO)
We understand the MIO investment offerings, both inside your PSRP and available for direct investment, the pros and cons of participating, and how to integrate your Geometric–managed portfolio with your MIO investments.
MCKINSEY PARTNER BENEFITS
We know your benefit options, how those change with your tenure, and the timing of when selections must be made. We proactively advise you on each benefit decision without you needing to ask.
MCKINSEY TAX COMPLEXITY
We understand the nuances of McKinsey Partner tax needs including multi-state/office reporting, McKinsey dividend income, deducting interest for your McKinsey share purchase, etc. We directly receive our clients’ “Partner tax packs” and use those to prepare your tax returns.
DIFFERENTIATORS APPLICABLE TO ALL MBB PARTNERS
ADVISORS AS PEERS
Our Wealth Advisors share your academic background, professional training, and analytical mindset. Several people on Geometric’s team are former MBB consultants. We know the work you do, what makes it both challenging and fun, and the milestones and decision points you may face. If you find yourself considering opportunities outside of consulting, we’ll help you to quantify and understand their short- and long-term financial implications.
INVESTMENT PHILOSOPHY
Geometric’s low-cost, tax-smart, diversified investment philosophy tends to resonate with data-driven consultants looking for an evidence-based approach.
INTEGRATED TAX SERVICES
Tax preparation, filing, and ongoing strategizing by in-house Tax Advisors who are experts in the tax needs of MBB consultants and work closely with your Wealth Advisor – at no additional cost.
OWNERSHIP STRUCTURE
In a rapidly consolidating industry, we believe that remaining an independent, 100% employee-owned partnership is in the best interest of our clients and our team.
Mckinsey PRACTICE LEADERS
HEAR FROM OUR CLIENTS AT Mckinsey
These testimonials reflect the individual experiences of current clients. No compensation was provided for this feedback, and there are no material conflicts of interest. These experiences may not be representative of all clients and are no guarantee of future results.
Geometric has no formal affiliation with McKinsey & Company, and McKinsey has not endorsed Geometric’s services.