Shaping and Protecting
Generational Wealth with
Purpose, Passion, and Precision
A Family-Focused Executive Office Tailored to Your Needs
With decades of experience in Family Offices, our process is deeply rooted in understanding and implementing your vision. It's in our name and it's in our approach: to shape and craft a vision for your family that goes beyond generations, weaving purpose and meaning into every decision.
Our approach is about more than finances; through our comprehensive Family Office, Business Management, and Investment Management services, we create the right structures for your family, ensuring that your affairs are managed with the level of skill and precision you expect.
Your Team
Each member of our team has dedicated their career to understanding and nurturing the unique needs and aspirations of the families they’ve served.
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Chief Executive Officer
ADAM STERN
Adam's investment career commenced in 1993 at UBS and then Deutsche Bank, where he became Head of US Convertible Sales. He later co-founded AM Investment Partners LLC, a hedge fund with offices in New York and Hong Kong that managed over $1 billion in positive convexity convertible and option arbitrage strategies, long-short equity, and merger arbitrage. Adam has held key positions at credit specialist firms Crescent Capital and spearheaded business development efforts at Aristeia Capital overseeing a doubling of their assets to over $4 billion. His expertise extends beyond finance, as he helped establish the West Coast Multi-Family Office operations for Geller Advisors, and through Taborlake LLC, a management firm he co-founded, provides advisory services for creatives to produce and integrate their intellectual assets into a cohesive estate structure.
Adam earned a bachelor of arts in Economics from Trinity College.
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President
JASON OCLARAY
Jason has advised ultra-high-net-worth individuals and managed their family offices for over 25 years. He began in retail banking in high school until he was recruited to Wells Fargo’s Private Bank at graduation from college, where he guided wealthy families on investments and banking. He left the Private Bank to start and head the family office of the retired COO and Vice Chair of Wells Fargo. Jason has served as the Executive Officer for prominent business leaders and philanthropists, structuring their estate and legal governance, developing investment strategies, and managing the growth of their family offices. Jason has served as a Trustee or Director of several national non-profit organizations to support his clients and community.
Jason earned a bachelor of arts degree in English with honors from the University of Southern California, magna cum laude, Phi Beta Kappa, with a minor in Business Administration.
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Chief Investment Officer
TIM DECILVEO
Tim is a seasoned investment professional with over a decade of experience on both the buy and sell side. Initiated into the industry during the Global Financial Crisis, this pivotal period shaped his distinctive approach, emphasizing discipline, risk management, and capital preservation. Tim started his career as a fundamental research analyst for Prudential Fixed Income, before he transitioned to more quantitative roles, first at D&W Trading Company, and then with a Los Angeles-based single-family office, where he built the investment research process, managing a diverse portfolio that included Venture Capital, Private Equity, and Hedge Fund investments. These experiences serve as the foundation for XO Capital’s investment platform today.
Tim earned a bachelor of science degree in Finance from Villanova University and a master’s degree in Computer Science with honors from Loyola Marymount University, magna cum laude.
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Chief Financial Officer
RONDA LUBIN
Ronda is a Certified Public Accountant (CPA) whose three-decade career had been dedicated to a single (and later multi) family office serving several prominent East Coast families. During her career, she has played a pivotal role in establishing a family office and operating it as a business while managing the needs of the firm's multi-generational families. She was responsible for building and overseeing the infrastructure of the firm's investment fund, and handling financial communications with its investors. Ronda’s extensive experience is truly comprehensive across the breadth of family office operations. This expertise has been particularly impactful on the financial management XO provides for the families with whom we work.
Ronda earned her bachelor of science in Accounting from Brooklyn College and a Master of Business Administration in Finance from The Wharton School of the University of Pennsylvania.
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Senior Associate
JENNIFER DE GREGORI
Jen developed her knowledge of fund accounting and administration while working for SAC Capital Advisors and DKR Capital Partners, where she was responsible for managing the settlement of complex securities, overseeing investment performance, and accounting reporting. She then transitioned to the family office business, working for two of the most prominent families in the Northeast. Jen's diverse experience encompasses every aspect of a family office, playing a key role in creating controls and managing teams dealing with cash-flow tracking, legal and formation documentation filing, and the accounting for complex, illiquid securities and private businesses, all while maintaining the personal connection expected in a Family Office.
Jen earned a bachelor of science in Accounting and a bachelor of arts in Political Science and Sociology from The State University of New York.
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