SERVING ENTREPRENEURS


Plan Your Liquidity Path.

Over 20 years. Our team has served the unique advisory needs of entrepreneurs and CEO Founders on the path to financial freedom. Focused on asset protection, tax savings, cash flow strategies, estate planning, and risk management.


Liquidity Planning. Assisted 112+ entrepreneurs through liquidity events and selling a business. Pre-sale planning, post-sale planning, business exit planning, business transition, and succession planning.

EXCLUSIVE INTERVIEW


How to Sell Your Business.

THE DATA1


Wall Street Journal · CNBC · Barron's · Fox Business · Bloomberg

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BOUTIQUE FAMILY OFFICE


Your Dedicated Team.

Number 1

PORTFOLIO

Differentiating Strategies for Customized, Tax Efficient Portfolios. Multiple wealth objectives to help optimize cash flow, protect assets and diversify opportunities. True Fiduciary® standards in your best interest.

Number 2

TAX

Proactive Strategies to Help Minimize Tax Exposure. Tax planning and projections, tax return preparation and payments, pre and post sale tax strategies, and tax correspondence.

Number 3

PLANNING

Sophisticated Wealth Strategies Customized for You. Cash flow, risk analysis, goals-based planning, business exit strategies and liquidity planning. Financial independence quantified.

Number 4

ESTATE

Expert Advice to Guide and Protect Your Family's Path. Estate planning, legal services, estate document review and drafting, asset protection and legacy planning.

Number 5

FAMILY

Guiding Your Wealth Decisions Across Generations. Family governance, education, philanthropy, wealth windfall counseling, goal planning, and family coaching services.

Number 6

LIFESTYLE

Enriching Your Family's Lifestyle to Enjoy Your Wealth. Meaningful experiences, cultivated resources, and bespoke solutions. Tailored to your bucket list, time and unique needs.

7

PRIVATE BANKING

Boutique Private Banking Solutions to Streamline Your Life. Cash management, private investment and lending administration, trust services. Dedicated attention to your personal financial needs.

REPORTING

Transparency and Data-Driven Clarity for Peace of Mind. Timely execution, real-time dashboards, unified platforms and innovative reporting for performance and net worth.

Top Ten Tips Before Selling Your Business

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FINANCIAL FREEDOM


Intelligent Wealth Management™.

Entrepreneurs and CEO Founders. You face unique planning challenges, often dedicating considerable time to career, at the expense of personal finances.

A comprehensive wealth strategy takes your balance sheet, spending, and compensation package into account to help make informed financial decisions.

Capitalize on safety, cost, and opportunities on your path to financial freedom.


Financial Independence Modeling

Cash Flow Management

Concentrated Stock and Options Strategies

Tax Minimization Strategies

Asset Protection Strategies

Risk Management

Investment Management

Estate Planning

CASH FLOW


Learn Your Magic Number.

What is your Magic Number? It is how much you NEED to live the lifestyle you ENVISION, and serves as the foundation for portfolio decisions.

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Diversification is key to creating an income stream to sustain financial independence.

Investments generating cash flow may include tax-free municipal bonds, corporate and government bonds, stock dividends, and private investments such as real estate, agricultural lending, and farmland financing.

SAFETY


Your Interests Come First.

Customized, Tax-Efficient Portfolios. Accurately and reliably aligned with True Fiduciary® standards and your unique investment plan to help provide protection, data-driven clarity and transparency.

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Multiple Wealth Objectives. Portfolios for Lifetime Capital Needs®, Wealth Surplus® and Aspirational Wealth™. Allocations optimized across cash, fixed income, variable and non-directional assets.

THE TEAM


Experienced. Innovative. Trustworthy.

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THE EVENTS


Virtual Events. On Demand.

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