Navigating Complexity for Entrepreneurs and Executives

Guiding You Through Wealth, Growth, and What Comes Next

1. Equity Compensation Planning
   We specialize in navigating incentive stock options (ISOs), non-qualified stock options (NSOs), and other forms of equity compensation. Our process includes evaluating grants, creating tax-efficient exercise strategies, and aligning them with financial goals. 
2. Tailored Tax Planning
   For capital events, we collaborate with tax professionals to address partnership taxation, estate planning, and equity compensation. Strategies like optimizing ISOs, leveraging 83(b) elections, and utilizing QSBS treatment help reduce tax burdens. Tools like donor-advised funds and charitable remainder trusts integrate tax efficiency with financial goals.
3. Portfolio Management Aligned With Your Vision
   We design portfolios tailored to your unique goals, emphasizing a clear understanding of the assets you own and why you own them. By focusing on strategies that align with your values and aspirations, we simplify complexity to help you navigate changing markets with confidence.
4. Comprehensive Transition Planning
   For scaling, IPOs, or business sales, we provide support through pre-sale structuring, post-sale investment management, and advisor coordination. By collaborating with M&A attorneys, CPAs, and valuation experts, we address transaction complexities, optimize valuations, minimize tax liabilities, and align proceeds with long-term strategies.
5. Multi-Generational Wealth Management
   Through our multi-family office approach, we align wealth strategies with family values using trust structures, legacy planning, and mission statements. We address financial and relational dynamics while providing education to build confidence in financial decision-making, fostering clarity and cohesion across generations.
6. Integrated Financial Coordination
   We work alongside your existing advisors—CPAs, attorneys, and other professionals—to align financial strategies and address gaps in advice. This collaborative approach helps create clarity and cohesion across all aspects of your financial life.