Different paths to wealth. One standard of care.
Designed to serve the complexity of each of our individualized clients.
Planning around the business you built.
Most of your net worth sits in one illiquid, undiversified asset that you also happen to run. That changes how the rest of the balance sheet should be built — and it changes what a sale, a recapitalization or a succession actually requires.
- Pre-transaction and exit planning, started early enough to matter
- Concentration risk management around the operating business
- Tax positioning ahead of a liquidity event, coordinated with your CPA
- Personal balance sheet built to be uncorrelated with the company
- Succession and ownership-transfer planning
Managing equity compensation.
RSUs, options, performance shares, deferred compensation and trading windows create a planning problem that a standard portfolio review does not solve. The decisions are time-bound and the tax consequences are permanent.
- Equity compensation strategy across RSUs, ISOs and NQSOs
- 10b5-1 planning and disciplined diversification of employer stock
- Deferred compensation election and distribution modelling
- Alternative minimum tax and multi-year tax projection
- Retirement transition planning for concentrated wealth
Research and access for experienced investors.
Experienced investors deserve more than a standard portfolio. We offer thoughtful research, meaningful access to private markets, and a partner who will test every idea with you before capital is committed.
- Direct access to institutional-quality private investments
- Proprietary, in-depth research and independent underwriting
- Portfolio construction across public and private allocations
- Liquidity planning against capital calls and lock-ups
- Consolidated reporting including outside and illiquid holdings
Striving to make a short career last a lifetime.
A career that pays extraordinarily well for a limited number of years has to support several decades that follow it. The planning question is not how to grow aggressively — it is how to make the next season last.
- Career-length cash-flow modelling and sustainable spending policy
- Multi-state and jurisdictional tax planning
- Contract, endorsement and deferred-payment coordination
- Asset protection and privacy structuring
- Post-career transition and business-venture diligence
Preparing the next generation.
Transferring assets is the straightforward part. Transferring judgment, shared purpose and the capacity to make decisions together is what determines whether wealth survives the third generation.
- Family governance, meetings and shared mission statements
- Next-generation financial education at an appropriate pace
- Trust and estate coordination with your attorney
- Philanthropic strategy that reflects family values
- Consolidated reporting across entities and generations
Not sure where you fit? Most families don’t fit neatly.
Tell us about your situation and we will tell you honestly whether we are the right firm for it.