Helping successful owners keep more of what they build.
Tax, liquidity, and estate planning for high-earning business owners with 8+ figures in investable assets and annual tax liability.
As Featured In
Structure the estate so a family inherits the business with the liquidity to keep it.
Coordinated tax planning that gives a CPA the lead time to lower a large annual bill.
Tax-aware portfolio management built to work with the return, so clients keep more.
Every strategy starts with a deep, unhurried look at where you stand today — your investments, your tax exposure, your business, your legacy goals — before we ever talk about solutions. From there we build a tax-led plan that coordinates across every domain of your wealth, working directly with your CPA and attorney so nothing moves in isolation.
As your business, your liquidity, and your family's needs evolve, we revisit and refine the plan alongside you. It is not a one-time recommendation. It is an ongoing fiduciary partnership.
Explore Our Wealth Planning Services
We start with a full picture of your finances — investments, taxes, business, legacy.
We build a tax-led plan that works in step with your CPA and attorney, so nothing moves in isolation.
We revisit and refine the plan as your wealth, business, and goals change.
Who We Serve
Before an offer ever reaches the desk, we structure the sale so the exit does not hand a third of it to taxes, then manage the proceeds once the deal closes. CPAs and M&A advisors bring us in early, while staged timing, QSBS, and charitable vehicles are all still on the table.
Physicians and practice owners carry uneven income, a late start on retirement savings, and real liability exposure. We fund cash balance and defined benefit plans that move six figures off taxable income each year, and separate personal from business assets so the practice and the household stand on their own.
Families with serious wealth want the estate structured so heirs inherit the business along with the liquidity to keep it. Working with the family's attorney and CPA, we coordinate estate planning and tax-efficient gifting, grounded in the values the next generation will carry forward.
October 5, 2026
A $100 million exit is a design problem, not a payday. This piece lays out how to divide sale proceeds into Income, Legacy, and Growth buckets, and why coordinating a wealth advisor, CPA, and estate attorney before the letter of intent matters more than any single tool.
View More
September 29, 2026
Most conversations about donating appreciated securities start with the obvious case: a position you already want to sell. The more counterintuitive opportunity is a highly appreciated stock, fund, or ETF you have no plans to sell — funding the gift with cash you would have donated anyway, then buying right back in.
View More
September 29, 2026
Selling your company is likely the single largest financial event of your life, and it can also be one of the largest single-year tax events. A structured installment sale is one way to spread that tax impact across several years instead of concentrating it into one.
View More
September 21, 2026
A sale event compresses years of business value into a single tax year. This guide outlines how business owners can start structuring, timing, and coordinating their exit years before a letter of intent to help manage the tax impact of a sale.
View More
August 25, 2026
An attorney, a banker, and a CPA cover the transaction. A fiduciary advisor covers what happens to the proceeds — and the planning window closes earlier than most owners expect.
View More
June 18, 2026
New contribution limits, shifting tax law, and longer life expectancies mean the retirement math from five years ago no longer holds.
View More