Peyton Carr, CPWA®
Co-founder, Managing Partner, Financial Advisor
Introduction
Peyton Carr is Co-Founder and Managing Partner of Keystone Global Partners, a multi-family office serving ultra-high-net-worth founders and entrepreneurs. He specializes in pre-exit tax strategy and wealth structuring, helping clients preserve millions in after-tax proceeds through QSBS planning, trust architecture, and advanced liquidity structuring, then managing that wealth with institutional rigor and family-office-level service and best practices.
Exit Planning & Tax Strategy
Peyton advises founders and business owners up to 36 months before anticipated liquidity events, structuring exits to maximize after-tax proceeds. His work includes Qualified Small Business Stock (QSBS) strategy under Section 1202, advanced trust structures, multi-generational wealth transfer, state tax exposure planning, philanthropy, and partial liquidity or secondary transaction structuring.
This pre-exit planning phase often creates $5 million to $30 million+ in tax savings for venture-backed founders, value that cannot be recovered post-transaction. Peyton coordinates closely with clients’ legal, tax, corporate, and M&A advisors to ensure seamless execution through closing.
Wealth Management & Portfolio Construction
Post-exit, Peyton serves as lead wealth advisor and de facto family CFO for ultra-high-net-worth clients, overseeing all aspects of their financial lives. He implements institutional-grade portfolio construction, governance frameworks, and integrated financial planning designed to preserve and compound wealth across generations.
Client portfolios are built using a customized endowment-style philosophy, emphasizing global diversification, tax efficiency, and disciplined risk management. Allocations span public equities, fixed income, and a broad range of alternative investments, including private equity, venture capital, hedge funds, and real assets.
Peyton has particular expertise in sourcing, diligencing, and constructing private investment portfolios, helping clients access high-quality opportunities while managing complexity, liquidity, and risk.
Decision Modeling & Analytical Approach
Peyton builds custom interactive financial models that enable clients to stress-test complex decisions in real time, comparing exit timing, partial liquidity, secondary sales, reinvestment strategies, and long-term capital allocation scenarios side-by-side. These models illuminate not only immediate financial outcomes but also downstream implications for taxes, liquidity, control, estate planning, and generational wealth transfer.
His approach translates technical complexity into clear decision frameworks, helping clients move from uncertainty to conviction on high-stakes choices.
Professional Background
Peyton holds the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business, an advanced credential focused on addressing the complex needs of ultra-high-net-worth clients. Prior to co-founding Keystone Global Partners in 2010, he worked at Merrill Lynch in the Private Banking and Investment Group (PBIG), advising affluent families, entrepreneurs, and business owners.
He is a frequent contributor to TechCrunch and Forbes on topics including founder exits, QSBS strategy, tax-efficient liquidity planning, private investing, family office best practices, and long-term wealth management. Peyton serves on the Board of Directors of Search and Care, a nonprofit supporting aging adults in New York City.
Peyton earned his B.B.A. in Finance from the SMU Cox School of Business.
Personal
Outside of work, Peyton enjoys skiing, fly fishing, mountain biking, hiking, camping, and exploring the outdoors with his family. He also enjoys cooking for his family and friends.
Professional Affiliations
- TechCrunch – Contributor
- Forbes – Finance Council Member and Contributor
- Search and Care – Board of Directors
- Investments & Wealth Institute – Member
