Nucleus Advisors is a private wealth management firm with a simple mission: to be with our clients. Of course there is nothing simple behind “the how” of our connections with our clients which is why we measure everything. We rarely give ourselves more than a “meets expectations.” A habit that keeps us humble and curious. It also builds competence and helps us acquire wisdom. Others grade Nucleus and give us accolades.* We are pleased when we see that happen. But we keep our focus on you—artists, advocates, athletes, entrepreneurs, executives, philanthropists, families and foundations—leaders and entities that keep choosing to be Difference Makers. Nucleus’s connections, curiosity, diversity and depth are an extension of our Withness™ mind-set, our learning orientation and our commitment to preeminence. We are a team of teams—our Nucleotides representing a multitude of backgrounds and orientations, each specializing in key elements of our practice. As different as each of our Nucleotides is, together we focus on the singular path in front of us—never shying away from challenging ourselves, provoking dialogue or leading the way toward the intersection of what really works and what truly matters. Nucleus stays connected to our clients and knows how to engage an audience because we rise above the “what now” moments—and lead others toward what is next. In fact, we transform tension into character, character into opportunity, opportunity into acquired wisdom and acquired wisdom into inspired action. *Barron’s Ranking: Top 50 Private Wealth Management Teams. Forbes Rankings (Jordan Waxman, Founder & Managing Partner) #46 in America’s Top Wealth Advisors and Best-In-State Wealth Advisors (#10 New York);Securities offered through Hightower Securities, LLC. Member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org.

Our mission is to help protect and grow the wealth of high net worth individuals who have accumulated their wealth in the sports and entertainment industries, through proper education, planning and investing.

Exponential Crypto Solutions for the World’s Top Creators. @toklas_xyz, munko.io, discord.gg/munko

www.Toklas.xyz. We build exponential Web 3 solutions for the world’s top creators.

The Strategic Giving Council is comprised of tax, insurance, estate and financial planning professionals. The Council’s members aim to provide McGill’s donors and staff with the most up-to-date information on giving strategically. https://impact.mcgill.ca/news-of-the-year/introducing-mcgills-strategic-giving-council/https://myalumni.mcgill.ca/s/1762/gid2/interior-connect2.aspx?sid=1762&gid=2&pgid=2589

I am proud to serve with an exceptional board of McGill alumni and friends to advance the priorities of Dean Robert Leckey. He is the 24th Dean in McGill Law's 170 year history, and is committed to maintaining McGill's reputation as one of the top legal institutions in the world. The Board seeks to improve alumni engagement and philanthropy, advance innovation for teaching and learning, and create global opportunities for students and graduates.

I am honored to teach 28 exceptional law students in the Seminar Course on Estate Planning. Topics include Trust, Estate, Wealth Transfer, Tax, Insurance, Philanthropic and Values-Based Planning, in addition to advocacy, client relationship and practice building.McGill's Faculty of Law has been the #1 Law School in Canada for the past 12 years straight and among the leading global institutions. The faculty and the University are dedicated to constantly innovate by providing diverse internship opportunities and guest speakers, and by hiring faculty with deep industry expertise and a global vision.

Toklas Philanthropy Labs, Inc., a 501(c)(3), non profit organization, makes grants to charitable organizations that improve peoples’ lives, support creative activities, and further education in the arts, music, and the humanities.

For substantial and connected individuals who seek content around the things they do not understand, there is a high trust, high intimacy solution: Nucleus Advisors powered by Withness Solutions®.Our advisors are active listeners who are invested in the same strategies as our client with an intimate, aware and spontaneous way of working WITH our clients. We serve as peers, facilitators, trustees, managers, business consultants and family office stewards. In a world of clutter and noise, our Nucleus Method elevates impact to the power of relationship—I^R—making a difference in every relationship.Our clients are professional athletes and entertainers, CEOs and founders of public and private companies and entrepreneurs in industries such as food and beverage, financial services, information technology and real estate. We also serve our families' foundations, endowments, not-for-profit organizations and unions and pension plans.

HighTower is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors and comprehensive support for independent advisors sets us apart. Our legal and fiduciary obligation to our clients forms the foundation of all that we do. HighTower investors enjoy peace of mind that comes from knowing their money is working for them – not us. HighTower advisors deliver thoughtful investment advice free from the conflicts of interest associated with firms that manufacture or sell proprietary products, trade their own accounts or engaged in any of the other commercial activities that led to the financial crisis.

Over 21,000 McGill alumni and friends live in the United States. To help them stay connected to the University, the McGill Alumni Association supports regional branches across the country. Members of these alumni and parent groups host hundreds of events every year and serve as our ambassadors in their communities.http://aoc.mcgill.ca/give/ways-give/international-donors/us

Co-teach Investments course to B. Comm. students; specifically the practical application of investment theory, using the discipline of investment consulting, portfolio management and capital markets experience.

CollegeSpring is pioneering an innovative approach to college readiness for at-risk youth. Since 2008, the organization has helped over 15,000 students increase their SAT score by an average 183 points. During the 2016-2017 school year, we will serve more than 4000 students across 35 partner schools, including 1,000 students in NYC. As a member of the National Board and NYC's founding board chair, I am working with management and other board members to scale this incredible platform to enable college access for the millions of at-risk youth across America.

The lessons learned and experience gained at Goldman shaped what today are the key elements of the DNA of Nucleus Advisors. Since our early days in 1994, we have changed the name of our firm a few times, but how we respond to our clients’ calls for authentic connections has never wavered. Nucleus Advisors will always experience each of our clients as a Difference Maker and every connection we share as an opportunity to Make a Difference in their lives—and in the vibrancy of the communities our clients serve.