Personalized wealth management, tax strategy, and financial planning for high-net-worth individuals and families
Schedule ConsultationEquity compensation planning, deferred income strategies, and executive benefits optimization
1031 exchanges, cost segregation studies, and portfolio cash flow management
Business succession planning, exit strategy development, and liquidity event preparation
Legacy planning, trust administration, and intergenerational wealth transfer strategies
Private clients face unique financial challenges that require sophisticated, personalized solutions. Unlike institutional investors, your financial life intersects with family, legacy, and personal values in ways that demand more than just portfolio management.
Our private client services combine technical expertise with deep personal understanding. We serve as your financial architects, designing comprehensive strategies that address:
With a minimum relationship threshold of $2M in investable assets, we maintain the capacity to provide white-glove service to each client.
Navigating federal, state, and international tax obligations while optimizing after-tax returns requires specialized expertise.
Shielding wealth from potential creditors, lawsuits, and other risks without compromising growth potential.
Managing overexposure to single stocks, private businesses, or real estate holdings while minimizing tax impact.
Addressing unequal inheritances, special needs planning, and family business succession challenges.
Structuring charitable giving to maximize impact while benefiting from available tax incentives.
Ensuring sustainable cash flow to support multi-residence lifestyles, education costs, and other priorities.
Structured $45M equity compensation package to minimize taxes while diversifying concentrated position.
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Created comprehensive family governance structure and $300M dynasty trust to preserve wealth across generations.
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Designed tax-efficient exit strategy resulting in $28M tax savings on $120M business sale.
Read Case StudyOur private client specialists are ready to design a comprehensive strategy tailored to your unique financial situation and goals.