Unrivaled Wealth Management
We help business founders and executives with equity compensation create, grow, and preserve wealth.
After a day full of board meetings and late-night strategy sessions, the last thing you should be thinking about is whether your money is working as hard as you are. Your career is stressful, time intensive, and never stops.
Let us handle tax optimization, wealth preservation, and stock option exercise decisions so you can enjoy more time with your family, focus on leading your company, and live the life you truly want to live.
Whether you have:
Restricted Stock Units (RSUs)
Incentive Stock Options (ISOs)
Non-qualified Stock Options (NSOs)
An Employee Stock Purchase Plan (ESPP)
Or any other type of employer stock... We have you covered.
We've developed and implemented plans to monetize millions of dollars in publicly traded employer stock, private company stock, and qualified small business stock. Your monetization plan considers normal and Alternative Minimum Tax (AMT) consequences, Section 83(b) elections, liquidity needs, 10b5-1 trading rules, and more.
But that's just the start...
Say hello to your Comprehensive Wealth Management Strategy:
? Investment management: Timeless investing strategies tailored to you
? Cash flow & lifestyle planning: Do more of what you love today and tomorrow
? Tactical tax planning: Reduce your taxes today and in retirement
? Legacy & estate planning: Maximize the amount of wealth your heirs receive
? Risk management & insurance planning: Protect your family, wealth, and peace of mind
? Philanthropic planning: Save money supporting the causes you care about