We help families and business owners uncomplicate complex planning with a specialization in high net-worth strategies. There are typically two triggers that cause someone to look for help to manage growing complexity -- a desire to organize business and life transitions, and/or a growing tax bill. No matter where we start, during this relationship, our job is to help our clients define who and what you are becoming.  We are not here to tell you “what” to do, but help you establish your own guideposts and present opportunities in legal, tax, and administrative matters that promote you and your family’s values.

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Affluent Families

We help families overcome fragmentation through collaboration. In our view, high net-worth families often have a collection of siloed advisors working independently on a portion of the family wealth. When was the last time your advisors collaborated? How does your financial team work together? Have they ever met each other? Do you think you are getting the best advice?

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High Income Earners

Many people come to us as high-income earners who need to catch-up on retirement in order to close the gap in their remaining high-accumulation years. Others are running out of tax-efficient savings options or ways to employ their resources through traditional methods.

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In both scenarios, high-income earners need focused strategies to enhance and preserve wealth without a dramatic loss through taxation.

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Business Leaders

We see your business activities and business structures as just as important, or more important, than your net revenue and liquidity—like the goose and the eggs. Your cumulative passive balance is just part of the picture.

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Business owner planning is meant to give context to how business and personal worlds overlap, to be panoramic and connect business and personal in a more meaningful and efficient way. Solutions come after context, and curiosity before prescriptions.