Expanding your abilities
Our team
Founder
Gregory Karis, CFP®
Coming from a family of entrepreneurs, I knew at a young age that I wanted to go into business. Having an ability to organize, spot patterns from a high level and a desire to constantly challenge myself, working with other business owners has been a natural fit.
Starting in wealth management with our sister firm Inflection Advisors, I have identified the need for many businesses to setup the proper foundation. This led to us building out Inflection Management to fill the gap between basic bookkeeping and high end, very expensive business managers.
I find joy in seeing the improvement in the lives of others and I find that I work best with engaged individuals that have a desire to improve their lives as well.
Manager
Katia Kin
From my background in finance and business analytics, coupled with my admiration for the entrepreneurial spirit, I have found a passion for collaborating with business owners. Partnering with individuals on their paths to success continues to be very rewarding.
I look forward to understanding the intricacies of the different businesses we work with and to applying my analytical skillset on all fronts. Working with my team to curate unique solutions and overcome challenges is always front of mind.
Business Manager
Chad Naro
Chad has nearly a decade of experience in Business Management and the Family Office sector, specializing in providing personalized, concierge-level service to high-net-worth individuals and their families. He oversees the day-to-day financial affairs of his clients, allowing them to focus on their personal and professional endeavors with confidence and peace of mind.
With a keen ability to navigate complex financial matters and resolve high-pressure, one-off challenges, Chad serves a diverse clientele, including entertainers, executives, entrepreneurs, and technology leaders, as well as their heirs. His expertise lies in delivering seamless financial management and tailored solutions to meet the unique needs of each client.
Beyond his professional commitments, Chad is a former competitive skier and an avid sailor. He holds a degree from the University of Vermont and currently resides in Big Sky, Montana.
Our Network Includes
CPA’s and Tax Professionals
Business Attorney’s
Talent Agents
Business Managers
Real Estate Agents
Private Investment Managers
Mortgage Brokers
Our process of organizing and vetting your existing team of professionals will uncover gaps and allow us the ability to introduce you to our network of professionals.
When there is an existing relationship, our intention is to nurture and add value to improve the entire team.