Private Wealth Management

GOALS-BASED PLANNING

Establish a clear framework for making financial decisions and monitor your progress over time with a specialized financial plan built around your personal and financial goals.

• Establish goals and priorities
• Analyze cash-flow needs
• Determine timeline
• Recommend Investment Structure
• Monitor progress

LIQUIDITY EVENT PLANNING

Preserve the proceeds from your liquidity event and create a multi-generational impact on your family. Our advisors possess the expertise and industry accreditation to prepare you for a successful liquidity event and fulfilling life thereafter.

• Selling Your Business
• Initial Public Offerings (IPO)
• Merger and Acquisitions
• Inheritance

TAX PLANNING & STRATEGY

Minimize your tax exposure with tax planning and advice across each stage of your financial plan. Our proactive focus on tax extends into your investment portfolio, where tax minimization strategies are central to our investment approach.

• Tax Review and Projections
• Wealth Transfer
• Charitable Giving
• Sale of Business
• Other Liquidity Events (IPO, M&A, Inheritance)
• Investment Tax-Loss Harvesting
• Changes in Tax Policy

TRUST, ESTATE & CHARITABLE GIVING

Estate plans built on actionable wealth transfer advice and a clear understanding of its impact. We coordinate with your legal counsel to review and implement your estate plan and advise on the optimal charitable strategy for your circumstances.

• Estate Plan Review
• Estate Tax Planning
• Life-changing Events
• Donor-Advised Funds
• Private Foundations

PUBLIC & PRIVATE INVESTMENTS

Helping you reach your financial goals with sophisticated investment management solutions and an active approach to managing allocation and risk.

• Public Investments
  • Tax-efficient investments
  • Passive and active strategies
  • Cost-efficient strategies

• Private Investments
  • Higher return potential
  • Direct, co-invest, and secondary investments
  • Liquidity premium opportunities

INSURANCE PLANNING

Safeguard your assets and manage risk with the help of in-house insurance consulting. We offer comprehensive insurance guidance across all aspects of your life so you can be confident in your risk management plan.

• Review of Existing Policies
• Gap Analysis & Recommendations
• Life Insurance (term and whole)
• Health Insurance
• Directors & Officers

FAMILY GOVERNANCE

Prepare your family for the future wealth they will inherit and the responsibilities that come with it.

• Legacy Planning
• Wealth Transfer Strategies
• Family Coaching Services

EQUITY COMPENSATION MANAGEMENT

Maximize the value of your equity compensation plan with expert advice and planning oriented around your personal and financial circumstances. 

• Equity Compensation Plan Review
• Tax Optimization Strategies
• Charitable Giving Strategies
• 83(B) Elections
• 10b5-1 Plans