Who We Work With
High net-worth families and individuals
- We know there are no “one size fits all” solutions, so we create plans that solve any problems you have and uncover any challenges you might not know about.
- We offer proactive strategies that minimize your tax burden to protect your wealth today and tomorrow.
- Our ultimate goal is to offer peace of mind about your current situation and financial future.
401(k) Committees
- We have unique expertise in helping 401(k) committees oversee and manage a company's retirement plan.
- We help administer plans, ensure regulatory compliance, and optimize plans for both the company and plan participants.
- We monitor investment performance, assess investment options and help adjust holdings as needed.
- Our expertise helps committees navigate the complex laws and regulations involving 401(k) plans and address any compliance issues.
- We help review and modify the plan’s design to align with the company’s goals and needs of plan participants.
Family Stewards
- Our team believes that taking care of future generations is one of the best ways to create a sustainable and thriving legacy that endures across generations.
- We pursue a range of strategies that promote tax savings while maximizing opportunities and minimizing risk to preserve wealth.
- No matter what phase of wealth evolution you’re in, we can help you explore options, coordinate estate planning, and execute distribution strategies that align with your values and wishes.
- We understand complex family dynamics and can help you navigate complicated relationships.
Business Owners
- We understand the unique challenges and opportunities that come with owning your own business.
- Our services include everything from business succession planning to debt management and structuring.
- We have specialized expertise in helping you maximize financial opportunities now, while preparing for the next stage of business ownership.
- We can help you assess the feasibility of if, when and how to transition business ownership, whether that’s growing, transferring, divesting or retiring.
- Our network of trusted professionals, from accountants to attorneys, offer a circle of expertise that can guide you in running and transferring ownership of your business.
Employees of Publicly Traded Companies
- We unravel the complexities of compensation plans so you understand your situation and options to build wealth during your peak earning years and beyond.
- We help you assess the benefits and downsides to investing in your company through concentrated stock options and employee stock purchase plans, as well as whether or not to diversify your portfolio based on your current situation and future goals.
- Our tax planning analysis helps promote more efficient management of your overall portfolio.
- We understand the constraints on your time, and we work to minimize the hours spent understanding and managing your compensation package and retirement options.