Prime Highlights
- Titan Capital Strategies enters to serve under-advised mid-market business owners with sophisticated capital planning.
- Founder Nareena Khan introduces Wall Street acumen to counsel under-advised business owners.
Key Facts
- Target business owner with a net worth of $2.5 million or more in sectors such as technology, real estate, and healthcare.
- Boutiquing as an advisory company currently serving Greater Washington market clients.
Key Background
Titan Capital Strategies, a newly established advisory firm in Bethesda, Maryland, will fill the advisory void for the owners of mid-sized businesses. Led by Nareena Khan, a seasoned Wall Street investment professional, the firm targets owners of businesses with a net worth of over $2.5 million—some of whom are not well served by the conventional financial markets.
Khan, whose practice at one point managed more than $10 billion in client assets, recognized a familiar trend: high-growth business owners were being overlooked by institutional advisors as they increasingly had more evolved financial decisions to make. Her practice is built to give birth to those business owners with evolved wealth, capital, and growth strategies that have long been reserved for ultra-high-net-worth families.
Working on her own for the moment, Khan has already established a vibrant client base in the Greater Washington region and aims to scale up nationally. Titan Capital Strategies counsels technology, real estate, healthcare, and other capital-hungry business entrepreneurs. Even with economic strain drivers like inflation and geopolitical tensions, Khan sees room to help such entrepreneurs gain access to liquidity, strategic counsel on exit, and wealth preservation.
The firm offers an extensive array of services including tax planning, succession planning, risk management, and capital raising. Khan does not replace existing advisors of clients but works with their CPAs, attorneys, and financial planners to make sure there is alignment and tailoring of plans. Her firm is in a culture of transparency, independence, and institution-grade advice with no selling pressure of securities.
Titan Capital Strategies is not just a wealth firm—it’s a strategic ally to innovative founders who are implementing complex transformations. With her Wall Street experience and boutique-like approach, Khan is revolutionizing middle-market entrepreneurs’ method of establishing, securing, and expanding their heritage in an uncertain economic landscape.
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