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.
THE DATA1
BOUTIQUE FAMILY OFFICE
Your Dedicated Team.
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.
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.
Sophisticated Wealth Strategies Customized for You. Cash flow, risk analysis, goals-based planning, business exit strategies and liquidity planning. Financial independence quantified.
Expert Advice to Guide and Protect Your Family's Path. Estate planning, legal services, estate document review and drafting, asset protection and legacy planning.
Guiding Your Wealth Decisions Across Generations. Family governance, education, philanthropy, wealth windfall counseling, goal planning, and family coaching services.
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.
Boutique Private Banking Solutions to Streamline Your Life. Cash management, private investment and lending administration, trust services. Dedicated attention to your personal financial needs.
Top Ten Tips Before Selling Your Business
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.
View MAGIC NUMBER →
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.
Multiple Wealth Objectives. Portfolios for Lifetime Capital Needs®, Wealth Surplus® and Aspirational Wealth™. Allocations optimized across cash, fixed income, variable and non-directional assets.
