Simple solutions for complex tax problems, it’s what we do
Between tax obligations now and liquidity challenges in the future, we’ve seen everything you’ll encounter and have the solutions in place to help you navigate them.
Don’t let the complexity of your compensation bleed into your taxes
Tax laws are complex and ever-changing. This becomes even more complicated when your compensation is variable or tied up in future value.
We’re here to ensure that you optimize your investment strategy and estate plan to minimize your taxable burden while reaping every reward you can. Taxes can be complex, especially in PE, but we see that as the ultimate challenge to make life as simple as possible for you.
Tax solutions that make April a bit simpler
Tax-advantaged
Through direct indexing and other strategies, you can harvest tax losses to offset capital gains while building your wealth.
Estate-planning strategies
We’ve developed strategies and financial vehicles to ensure your life’s work remains with your family and your legacy lives on.
Giving strategies
We can help you make an impact in your community and offset your taxes through charitable giving strategies.
We didn’t reinvent the family office, we just reimagined it for private equity
You don’t pick up a screwdriver to hammer a nail into the wall, you don’t cut a steak with a spoon, and you don’t work with a generalist Family Office to navigate co-capital calls, liquidity gaps, and carried interest.
We cater to private equity because we are embedded in your industry and can help you navigate every challenge.
Chart your course with confidence
Take the first step toward simplifying your wealth plan and legacy by scheduling a call with our team.