Bringing a Multi-Dimensional Approach to Your Financial Life

Your portfolio should reflect both your financial goals and your personal values. Our in-house investment team creates personalized strategies that:

• Incorporate companies and technologies you care about
• Balance sound financial principles with emotional connection
• Adapt to changing market conditions and personal circumstances
• Focus on long-term growth while managing short-term volatility
• Consider tax implications at every decision point

This personalized approach leads to deeper engagement with your investments and greater confidence during market fluctuations.

The difference between basic tax preparation and strategic tax planning? Potentially millions over your lifetime. While most advisors react to tax events after they happen, our approach anticipates opportunities years in advance:

• Forward-looking strategies that integrate tax considerations into every financial decision
• Multi-year planning that prevents unexpected tax surprises during major life transitions
• Specialized approaches for executives with equity compensation and deferred benefits
• Proactive coordination with business exit planning to minimize transaction tax impact
• Tax-efficient investment approaches tailored to your specific situation
• Strategic charitable giving structures that benefit both causes and tax obligations

We provide the forward-looking context and coordination your tax professionals need to optimize your entire financial landscape.

Your legacy represents your values, hopes, and impact on future generations. While many estate plans gather dust after signing, we create living documents that evolve with your life’s journey:

• Family governance frameworks that preserve harmony across generations
• Values-based inheritance structures beyond the standard trust arrangements
• Strategic business succession designs that protect both company legacy and family relationships
• Educational experiences that prepare heirs for eventual wealth responsibility
• Philanthropic architectures that extend your impact for decades
• Digital asset protection for increasingly complex online portfolios

We coordinate with estate attorneys, bringing deeper context about your family dynamics and financial picture to create documents that truly reflect your intentions.

For entrepreneurs and business owners, your company represents both your livelihood and a significant asset. Our business consulting services include:

• Business valuation and exit planning
• Succession strategies and implementation
• Key employee retention planning
• Risk management and continuity planning
• Pre-sale preparation and positioning

We help maximize the value of your business while aligning your professional business decisions with your personal financial goals.

Financial decisions are often driven by emotions rather than logic. Our behavioral coaching helps:

• Identify patterns in your financial decision-making
• Develop strategies to overcome behavioral biases
• Navigate emotionally charged financial transitions
• Create healthy money habits and mindsets
• Facilitate meaningful family conversations about wealth
• Manage the financial aspect of divorce or other spousal money issues

This unique service helps bridge the gap between financial knowledge and financial behavior.