Private Wealth & Family Office Services
for Entrepreneurs
Our clients are
high-performing athletes
and entrepreneurs.
Their lives don't fit a template.
Neither does our work.
Private Wealth Services
For Entrepreneurs
You bet on yourself and won. Now the work is making sure that win compounds for generations.
01 / 06
Income Planning
Founders don't have a paycheck — they have a P&L, distributions, and a future exit. We help you make every dollar move with purpose.
Owner compensation strategy (W-2, distributions, K-1)
Personal cash flow alongside business cash flow
Pre-exit and post-exit lifestyle planning
Family gifting and support framework
Personal bill pay and household management
02 / 06
Tax Planning
If you're building a business worth tens of millions, tax planning is the difference between a great exit and a generational one.
QSBS planning and §1202 exclusion strategy
Entity structuring (S-Corp, LLC, holding company)
Pre-exit and transaction tax planning
State residency and relocation strategy
Charitable giving, DAFs, and CRTs
03 / 06
Risk Management
Your business, your home, your reputation — all are exposed in ways most advisors don't see. We close the gaps.
Key person and buy-sell insurance
Personal disability and life insurance review
Umbrella and liability coverage
Business interruption and continuity planning
Privacy and asset protection structures
04 / 06
Estate Planning
A successful exit creates a new estate planning problem. We use sophisticated tools to solve it before it costs you.
IDGT installment sales and freeze techniques
Generational wealth transfer strategies
Business succession and transfer planning
Philanthropy, foundations, and DAFs
Coordination with estate attorneys
05 / 06
Investment Management
Once you've created liquidity, the question shifts from "how do I grow it" to "how do I protect it and grow it." We build for both.
Post-exit portfolio construction
Concentrated stock and 10b5-1 strategies
Private investments and venture capital
Real estate and alternative investments
Tax-aware portfolio management
06 / 06
Family Office
You used to run the business. We help you run the family — with the same rigor and the same team behind you.
CPA, attorney, and banking integration
Business and personal CFO oversight
Next-generation financial education
Concierge support for the day-to-day
Annual financial leadership for your family
Find out where your financial plan has gaps. In just 2 minutes
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