Institutional-grade strategies designed around after-tax outcomes — not just pre-tax returns.

• Tax-aware closed-end hedge fund-like investment strategies: Portfolio construction that aims to maximize after-tax returns through coordinated tax-loss harvesting, gain deferral, and asset location. 
• Long/short direct indexing & tax-loss harvesting: Systematic strategies that generate tax alpha by harvesting losses on both long and short positions while tracking benchmark exposure.
• Alternative investments: Access to credit, and equity strategies typically reserved for institutional investors.
• Customized derivative strategies: Structured notes, prepaid variable forwards, and collars for downside protection or enhanced upside participation.
  

For tech executives, founders, and equity-comp professionals navigating life-changing positions.

• Stock compensation planning: ISO, NQSO, RSU, and ESPP strategy. Exercise frameworks, AMT management, and 83(b) elections.
• M&A, IPO, tender offer, and secondary sale planning: Pre-transaction tax structuring, lock-up navigation, and proceeds deployment strategy.
• Concentration position diversification: Exchange funds, long/short SMAs, and structured solutions to diversify without triggering immediate tax.
• Real estate planning: Tax exchanges, Delaware Statutory Trusts (DSTs), 721 UPREIT exchanges for real estate investors.
  

For families approaching estate tax exposure or building multigenerational wealth.

• Estate tax mitigation strategies: GRATs, SLATs, IDGTs, and other advanced techniques to compress taxable estate value.
• Gift and estate tax planning: Strategic gifting programs that maximize lifetime exemption use. The current estate tax exemption has been made permanent under current law, though future legislative changes remain possible.
• Multigenerational legacy strategies: Dynasty trusts, generation-skipping transfer planning, and family governance frameworks.
• Irrevocable Trust Evaluation: Assessing whether an irrevocable trust is appropriate for your situation — including common pitfalls, trustee considerations, and corporate trustee selection.

For founders and owners building, optimizing, or exiting a business.

• Section 1202 Qualified Small Business Stock: QSBS qualification, stacking strategies, and pre-sale planning to maximize the federal exclusion.
• Employee benefits: 401(k), defined benefit plans, cash balance plans, group health insurance, and cafeteria plans.
• Business succession planning: Buy-sell agreements, key-person planning, and ownership transition strategy.
• One-stop shop business tax & finance solutions: Coordinated planning across personal and business finances, working with your CPA and attorney.

Tax-efficient giving structures aligned with your values.

• Charitable planning: Strategic giving plans that integrate with your overall tax and estate strategy.
• Donor-advised funds: Setup and ongoing management of DAF strategies for flexible, tax-efficient giving.
• Charitable remainder trusts: CRTs and CRUTs for income-generating, tax-deferred charitable structures.
• Private foundations: Foundation formation and administration support for families with significant philanthropic goals.