We do not treat taxes as an afterthought. Tax awareness is embedded in every investment decision, every retirement conversation, and every estate planning discussion we have. We think in after-tax terms, always.
Whether you're an executive navigating equity compensation, a business owner planning a sale, or a real estate investor structuring a 1031 exchange — your tax situation is unique. We provide planning-level guidance tailored to the specific complexity of your income and assets.
See how tax drag is affecting your portfolioWe coordinate with your CPA — or bring one to the table.
We provide tax planning and strategy — not tax preparation. For implementation, we work in close coordination with your CPA or tax attorney, ensuring that what we plan is executed properly. If you don't have a trusted tax professional, we can refer you to experienced practitioners who specialize in the complexity of high-net-worth and business-owner tax situations.
How this face connects to the others
Every Roth conversion, every charitable gift, every portfolio rebalance has a tax dimension. We model these interactions across your entire plan — not in isolation.
What's included
Questions we help you answer
How do I reduce my tax bill this year without sacrificing long-term growth?
What are the tax implications of selling my business or a major investment property?
How do I handle my RSUs without triggering an unexpected tax bill?
Estate planning is about more than documents — it's about making sure the wealth you've built passes to the right people, in the right way, at the right time. We integrate estate strategy into your financial plan so nothing falls through the cracks.
From beneficiary designations to charitable structures, from GRATs and SLATs to dynasty trusts, we look at your estate holistically — how it intersects with your investments, your tax situation, and your family's multigenerational goals.
We work alongside your team — or build one for you.
Estate planning requires close coordination with estate attorneys and CPAs. We work seamlessly alongside your existing advisors, providing the financial context they need to do their best work. If you don't have an estate attorney or tax professional you trust, we can connect you with experienced practitioners in our network who are well-suited to your situation.
How this face connects to the others
Changing a beneficiary designation can affect your estate tax exposure. A trust structure can unlock new gifting strategies. We coordinate these decisions across your entire plan.
What's included
Questions we help you answer
Do I have the right estate documents in place — and are they up to date?
How do I transfer wealth to my children in a way that supports them without creating dependency?
Can I give more to charity in a way that also reduces my estate tax?