Bryce Hamilton
Intellivisor Family Office
c
215-901-7278
Bryce A. Hamilton is a dynamic financial executive and entrepreneur with over 20 years of sales and marketing experience in wealth advisory, financial planning, and asset management. He is passionate about consulting property and business owners on exiting their highly appreciated assets, having successfully guided dozens of clients through this process while also navigating it himself.
As the founder and former Partner of VESTUS Wealth Management, Bryce built a boutique wealth management firm from the ground up, ultimately leading it to a successful sale. His expertise in exit planning and strategic consulting has made him a sought-after advisor for clients aiming to maximize the value of their businesses and real estate investments.
Throughout his career, Bryce has raised over $1 billion in assets, providing expert guidance to high-net-worth and accredited investors. He has held senior leadership roles at major firms, including KBR, Lincoln Financial, Transamerica Capital, and AXA/Equitable Life, where he consistently delivered strategic growth and innovative marketing solutions.
Recognized as a thought leader in the industry, Bryce has delivered over 100 keynote speeches on financial strategies and wealth management, further solidifying his reputation as an expert in exit planning.
Education & Personal Life
Bryce earned his bachelor’s degree from the University of North Carolina at Charlotte, where he played golf on a scholarship. He went on to play professionally for four years before transitioning to his finance career. Based in North Carolina, he enjoys skiing, golf, and wake surfing with his three children. He is also deeply committed to supporting breast cancer charities, a cause that holds special significance for him.
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.
For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.
Request for Analysis
Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.
Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.
"*" indicates required fields