Built for high-income, high-complexity clients.
We work with individuals and families whose financial lives involve significant income, concentrated assets, or complex tax exposure — situations that demand specialized, integrated financial advice.
You may be a fit if…
✓ Your annual family income is $1M+ and taxes are becoming a major drag on your wealth.
✓ You hold a large position in a single stock — concentrated equity from your employer or a successful early investment.
✓ A significant portion of your income or assets are from RSUs, stock options, or other equity compensation.
✓ You're planning to sell a business or go through a liquidity event (M&A, IPO, tender offer).
✓ Your net worth is approaching estate tax exposure and you want to plan ahead.
The clients we know best.
1. Tech Professionals & Executives
Complex equity compensation and concentrated stock often create both opportunity and risk.
Common questions we help solve
"I earn $3M+ in W-2 income and already max out my 401(k) — what else can I do?"
"I have ISOs, NQSOs, and double-trigger RSUs. With a tender offer coming, what should I exercise? How do I manage AMT and liquidity?"
"Out of a $30M net worth, $20M is in one or a few low-cost-basis stocks. How can I diversify without triggering a massive capital gains bill?"
2. Physicians & High-Income Professionals
High income often comes with a high tax burden — but limited traditional planning options.
Common questions we help solve
"I earn ~$2M annually across W-2 and K-1 income — how can I reduce my tax bill?"
"I'm planning to sell my practice — how should I prepare for and manage the capital gains?"
"My CPA handles my tax return, but no one is doing forward-looking tax strategy. Where do I start?"
3. Business Owners & Founders
Major financial events require planning well before they happen.
Common questions we help solve
"I'm about to sell my business — what should I be thinking about before signing a term sheet?"
"I need a coordinated solution for 401(k), defined benefit plan, and group benefits — where do I start?"
"How can I transfer assets to my children to reduce estate taxes while still maintaining some control? How should this be structured?"
"I've spoken with attorneys, CPAs, and even various AI tools — but I still don't have a clear roadmap. How do all the pieces fit together?"
If This Sounds Like You, Let's talk.
If you're dealing with high income, concentrated assets, or complex planning decisions, we can help you evaluate your options.