Align Business Success with Personal Wealth Without Compromise
Entrepreneurs shouldn't be forced to choose between growing their business and securing their financial future. We design strategies that coordinate business interests with long-term personal financial goals, working to align business decisions with your family's wealth planning.
Our Core Competencies
We integrate four key areas of wealth management into one coordinated approach, designed so your financial strategies work together rather than in isolation.
Wealth Management
We coordinate your retirement income, tax-efficient portfolios, trust strategies, and risk management into one unified plan. No more juggling disconnected advisors. We work to align every financial decision with your overall strategy while focusing on preserving wealth for future generations.
Private Market Access
We provide access to defense technology, pre-IPO companies, and growth-stage investments like SpaceX and Anduril through our institutional relationships built upon transparent structures and thorough due diligence.
Founders & Executives
We help you transition business gains into lasting family wealth through exit planning, business structuring, and retirement plan designing. Whether you're growing, transitioning, or selling your business, we coordinate strategies that are designed to optimize both your company and personal financial goals.
Family Office Services
We coordinate family financial activities, philanthropic planning, and family governance to help preserve wealth and maintain continuity across generations. From coordinating advisors to facilitating family meetings, we bring clarity and structure to complex family finances while simplifying decision-making.
Bridge Business and Personal Financial Planning
Business owners often face challenges aligning their business interests with long-term personal financial goals, especially during growth, transition, or exit.
We address this disconnect through coordinated planning that incorporates both business and personal financial factors, tailored to your unique circumstances.
We Empower You
Cohesive Financial Strategies for Business Owners
While many advisors focus on either business optimization or personal planning, we provide integrated strategies designed to support both your company's value and your family's financial security.
Business Retirement Plan Design
Build Retirement Wealth Through Business Retirement Plans
Implement retirement plans while building personal wealth outside your business. From SEP IRAs to defined benefit plans, we help match retirement strategies to your business structure and coordinate with your tax advisor on implications.
Employee Benefit Planning
Build Employee Loyalty Through Strategic Benefit Design
Design retirement plans that create valuable employee benefits helping attract and retain talent. These strategies support your overall business objectives while your tax advisor addresses the tax implications.
Compensation and Distribution Planning
Balance Current Income Needs with Long-Term Wealth Building
Work with your tax advisor to design compensation strategies that address tax implications while supporting wealth accumulation. We help coordinate salary versus distribution decisions, timing strategies, and benefit structures in alignment with your overall financial plan.
Executive Compensation Management
Coordinate RSUs, Stock Options, and Complex Compensation Packages
Navigate complex executive compensation packages while managing risk exposure. Our strategies address timing decisions and integration with overall wealth planning, coordinating with your tax advisor on tax implications.
Tax Planning Coordination
Proactive Year-Round Planning with Your Tax Professional
Coordinate with your tax advisor on ongoing tax planning strategies and year-end projections that identify planning opportunities. This collaborative approach helps ensure you work with your CPA throughout the year to address timing strategies while positioning for future growth.
Qualified Small Business Stock (QSBS) Planning
Structure Your Business for Potential Tax Benefits
Work with your tax advisor to structure your business for potential QSBS qualification. This strategy requires advance planning and coordination with qualified tax professionals who can advise on potential tax implications.
Business Succession Planning
Build Value While Preparing for Transition
Structure retirement and benefit plans that support business succession objectives while retaining key employees. Whether planning internal transitions or external sales, these strategies help ensure your business maintains value throughout the transition process.
Hedging and Diversification Strategies
Reduce Concentration Risk While Managing Tax Implications
Implement hedging strategies designed to reduce business concentration risk while preserving upside participation. These approaches work to protect wealth from single-asset exposure while coordinating with your tax advisor on timing implications.
Pre-Sale Financial Modeling
Understand Your Exit Value Before Making Critical Decisions
Model various exit scenarios to understand how different sale structures may impact your family's financial future. Our analysis includes coordination with tax professionals on implications, liquidity timing, and investment strategies designed to help your exit meet both business and personal objectives.
Transaction Structure Coordination
Coordinate Transaction Design with Your Tax and Legal Team
Work with your legal and tax advisors to structure your business exit in alignment with your wealth preservation goals. We coordinate with legal and M&A teams to help ensure transaction structure serves your long-term wealth objectives throughout the deal process.
Coordination with Legal and M&A Teams
Unified Strategy Across All Professional Relationships
Serve as your financial coordination point, working with attorneys and M&A advisors to help align deal structure with your wealth objectives. This integration helps reduce conflicting advice and works to ensure professional relationships support your financial strategy.
Liquidity Event Planning
Coordinate Multiple Liquidity Opportunities
Plan and coordinate various liquidity events—IPOs, acquisitions, secondary sales—to help optimize timing and wealth preservation strategies. This coordinated approach works to ensure each liquidity opportunity supports your wealth objectives.
Post-Exit Investment Strategy
Transform Business Success Into Sustainable Family Wealth
Convert business sale proceeds into diversified investment portfolios designed to provide sustainable income and continued growth. This strategic transition works to help your entrepreneurial success create lasting wealth that extends beyond your business exit.
Why Founders and Executives Trust Our Approach
Integrated wealth planning, coordinated business transitions, and expert coordination across all financial needs.
Business Success That Translates to Personal Wealth
Help your business achievements create lasting family wealth through integrated planning that considers both company growth and personal financial goals. We work to align business decisions with wealth transfer objectives so your success may benefit multiple generations.
Coordinated Transition from Business Owner to Investor
Navigate the complex transition from business ownership to investment management while coordinating with tax professionals on timing and structure. Our approach works to help you preserve what you've built while establishing sustainable wealth for your family's future.
Expert Coordination Across Complex Financial Needs
Access specialized expertise in exit planning, investment management, and tax coordination through one coordinated team. We help reduce the complexity of managing multiple advisors who may not understand how their recommendations impact your overall strategy.
Don't Let Your Life's Work Become the Government's Payday
Schedule a strategic consultation to discover how proper exit planning coordination with tax professionals may help address tax implications while supporting your family's financial future. Your entrepreneurial success deserves coordinated wealth preservation planning.
