Lessons of Wall Street, brought back home.

Mariam Adams started this practice to answer a question she’d been asking her whole life: what do families who build wealth know that her parents were never taught?

She grew up watching that question play out at home. Her parents left Afghanistan for the United States in the 1970s and worked relentlessly, but the tools other families used to build wealth were never part of the picture. It always seemed like there was a system that worked for everyone but them, and she was determined to understand why. The answer came from an unexpected direction.

Her first career was in politics, lobbying on state and federal financial legislation. She’d learned how money moved through governments and tax codes, but she wanted to see it from the other side, where the actual building happened. A friend already working in wealth management took her to lunch, and by the end of it her path had changed.

The people who became her earliest clients had grown up exactly the way she had – first in their families to handle real money, figuring it out in real time for themselves, their partners, their parents, and their own kids. They didn’t want a lecture. They wanted someone who recognized their questions on sight, because she’d lived every one of them.

The practice now runs out of the Hudson Valley, with most clients clustered in New York, California, Texas, and New Jersey. It went remote in 2020, and grew quickly and organically, with new clients coming aboard by referral only. The result: a connected network of exceptional individuals with diverse goals but shared values.

A club. A community. A collective.