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MyTimeEquity, Legacy Wealth Planners
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SEC-registered investment adviser

Grow, protect and build your legacy, one investment at a time.

Actively managed. Research driven.

Defined outcomes, designed for you

Institutional strategies beyond public markets

Invest with the tax outcome in mind

Planning that extends beyond the portfolio

MyTimeEquity is a registered investment adviser (RIA) helping clients grow, protect, and transfer their wealth through an integrated approach to investments, planning, tax, estate, alternatives, and protection.

Request a callJoin Our Community
  • Hines
  • Ares
  • Third Point
  • Hamilton Lane
  • 26North
  • EQT
  • StepStone
  • Coller Capital
  • Millennium
  • Carlyle
  • The Private Shares Fund
  • ARK Invest
  • Jefferies
  • TPG
  • Blackstone
  • KKR
  • Renaissance
  • Verition Fund Management
  • Eaton Vance
  • Ironwood
  • Fortress
  • Stone Ridge
  • Vista Private Equity
  • Monroe Capital
  • Apollo
  • Coatue
  • AQR
Our capabilities

Investments & Wealth

A full spectrum of traditional and alternative investment, tax and wealth-planning solutions, designed to support income, growth, capital preservation and long-term financial goals.

  • Portfolio Management

    Actively managed. Research driven.

    Our proprietary portfolio models are actively managed and adjusted as your objectives and market conditions evolve.

    • Models aligned with different objectives and risk profiles
    • Decisions informed by fundamental and technical research
    • Ongoing monitoring and disciplined rebalancing
    Explore portfolios
    Model portfolioIllustrative

  • Structured Notes

    Defined outcomes, designed for you

    Bank-issued investments structured around specific income, growth or protection objectives and monitored through maturity.

    • Income, growth and protection structures
    • Issued by leading global financial institutions
    • Monitored from investment through maturity
    Explore structured notes
    Defined outcomeIllustrative

  • Private Markets & Alternatives

    Institutional strategies beyond public markets

    Access to professionally selected private-market and alternative investments across multiple asset classes.

    • Evergreen Private Equity
    • Evergreen Venture Capital
    • Hedge Funds
    • Infrastructure Funds
    Beyond public marketsIllustrative

  • Tax & Real Estate Strategies

    Invest with the tax outcome in mind

    Strategies designed to improve after-tax outcomes and address tax-sensitive investment and real-estate decisions.

    • Tax-Loss Harvesting
    • Income Tax Planning
    • Real Estate Advisory
    Tax and real estateIllustrative

  • Wealth, Protection & Legacy

    Planning that extends beyond the portfolio

    Strategies designed to protect wealth, prepare for retirement, address future financial needs, and support effective wealth transfer.

    • Financial Planning
    • Estate Planning
    • Insurance & Annuities
    Planning horizonIllustrative
Sudhir Pai, Managing Principal of MyTimeEquity
“Every investor deserves a strategy that is holistic, personalized, and adaptable, no matter where you are on your wealth journey.”

Sudhir Pai

Managing Principal, MyTimeEquity

30+ years
Global experience across finance, tax, accounting, wealth management, real estate & venture investing.
Multiple disciplines
CPA · FCA · CBDP
How we work

A wealth strategy that evolves with you.

From understanding where you are today to continuously managing what comes next.

  • Discover

    Understand the full picture.

    We start with your goals, risk profile, time horizon, existing assets, tax considerations, liquidity needs, and financial priorities.

    Key Planning ConsiderationsIllustrative

  • Design

    Build around your goals.

    We combine traditional investments, structured strategies, and alternative investments to create a portfolio aligned with your objectives.

    Built around your goalsIllustrative

  • Manage

    Stay aligned as things change.

    Markets move and circumstances change. We monitor the portfolio, evaluate opportunities, and adjust the strategy when needed.

    Ongoing oversightIllustrative

  • Adapt

    Keep the plan moving forward.

    Regular reviews, ongoing research, and proactive adjustments keep the wealth strategy aligned with where you’re going.

    A plan that keeps movingIllustrative
The Marketplace

Opportunities, curated and diligenced.

One place to review offerings available through MyTimeEquity, from structured notes at accessible minimums to alternative strategies, each with key terms and documents together.

  • Structured Notes
  • Private Equity
  • Venture Capital
  • Private Credit
  • Hedge Funds
  • Infrastructure
  • Energy
Illustrative example. The notes, issuers and terms shown are fictional.
Getting access

Register, verify, explore, register interest.

  1. Register

    Create an account and tell us a little about yourself and what you are looking for.

  2. Verify

    Complete a one-time identity and eligibility check. Once approved, the marketplace opens up.

  3. Explore

    Review available offerings with structures, key terms, and offering documents in one place.

  4. Register interest

    Our team connects with you to discuss the investment, answer questions, and guide next steps.

Who we work with

Access at every level.

Different offerings carry different eligibility requirements. We build across the range, from retail investors to qualified purchasers, and the marketplace shows you what you qualify for.

Open to all

No minimum

Retail & sub-accredited investors

Planning, portfolio management, and select strategies available with no eligibility threshold.

Tier one

$1M

Accredited investors

Net worth over $1 million excluding your primary home, or qualifying income in each of the last two years.

REG D, RULE 501
Tier two

$2.7M

Qualified clients

At least $2.7 million in net worth, or $1.4 million under management with the adviser.

ADVISERS ACT, RULE 205-3
Tier three

$5M

Qualified purchasers

At least $5 million in investments personally owned, or an institution with at least $25 million.

INV. CO. ACT, §2(a)(51)

Thresholds reflect the SEC’s inflation adjustment effective June 29, 2026, and are subject to periodic adjustment.

Insights

What we share with clients.

Articles, research, and live sessions from the MyTimeEquity team.

Sudhir Pai
Weekly live session

Financial webinar with Sudhir

Every Saturday · 11:00 AM CT

Next session in
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Register

Save your seat

One session a week. Open to everyone, and registration takes a minute. The newsletter arrives every Monday.

Questions

Frequently asked questions.

Where are client assets held?
Custody at Fidelity, Charles Schwab and Interactive Brokers, as described in Form ADV Part 2A.
Do I need to be an accredited investor to work with MyTimeEquity?
Planning, portfolio management, and select strategies available with no eligibility threshold. Different offerings carry different eligibility requirements. We build across the range, from retail investors to qualified purchasers, and the marketplace shows you what you qualify for.
What are the risks of a structured note?
We only place notes from global banks and size them as one sleeve of a diversified plan, never the whole plan. Read the key considerations.
Are MyTimeEquity and MyTimeEquityPE the same firm?
MyTimeEquity, LLC (“MTE”) is a registered investment adviser based in Plano, Texas, serving investors who want ongoing advice on a managed portfolio rather than participation in individual private-market transactions. MTE is a separate firm from MTE Private Equity LLC (MTEPE), an affiliate under common ownership. MTE also acts as investment adviser to certain private funds with which MTEPE is involved, and those funds pay management fees to MTE’s affiliates; this conflict of interest is described in MTE’s Form ADV Part 2A and Form CRS. Advisory services are offered only by MTE, only under a written advisory agreement, and never by MTEPE. Information MTE shares is for educational and informational purposes only and is not investment, legal, tax, or accounting advice, or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal, and past performance is not indicative of future results.

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Start here

Building your legacy, one investment at a time.

Start with a short conversation. Nothing to prepare.

Talk to the team