Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
As your "Personal CFO" we can help you maximize your time, reduce your stress, & grow your wealth. Together we can achieve efficiencies--and help you grow different sources of wealth, reduce your taxes, achieve your potential & leave a lasting legacy for your loved ones & causes.
When it's time to pass the torch and leave your business, we'll be here to plan your business succession and exit strategy to help ease the transition into life after work.
High Net-Worth & Ultra High Net-Worth Clients
High Net-Worth & Ultra High Net-Worth Clients need customized, tailored solutions to optimize your wealth, minimize risk, mitigate taxes, and enhance returns. As opposed to the big firms, we specialize in boutique, customized, personalized advice and solutions to optimize your results, risk management, tax management, and your life and legacy.
We have extensive expertise in achieving abundant results and risk management by incorporating Alternative Investments such as Private Equity, Hedge Funds, Managed Futures, Private Real Estate, Private Credit, DSTs, Opportunity Zones, & Options. Our mission is to give you peace of mind, ensuring that your wealth, taxes, time, and legacy are maximized.
Retirees & Pre-Retirees
You've worked hard in your business and career, and are now ready to enjoy the fruits of your labor. However, the transition from wealth accumulation to wealth distribution is filled with much more complexity, risk, and uncertainty.
Together, we'll develop a plan that helps you maximize your wealth, income, taxes, time, & legacy.
Families
As the father of two young daughters, I realize how important it is to not only pursue your own aspirations but guide your children and grandchildren towards their own success as well. Maximizing your wealth, your time, your impact, and your legacy is mission-critical.
We can do this with 529s, estate planning, charitable remainder trusts, donor-advised funds, and more.
