We develop a customized strategy for protecting and distributing your wealth in line with your personal and business goals. Our comprehensive investment management platform is designed to address the unique requirements of concentrated private stock, restricted public stock and other related situations.

Pre-Transaction Planning: Unique wealth planning expertise in connection with a business sale, private equity transaction or IPO. Our proprietary advanced planning techniques helps maximize wealth realized by you post-transaction.

Business Succession Planning: We serve as your independent advisor to help determine successor interest and suitability. This includes developing asset transfer strategies that create liquidity, protect business from a debilitating tax liability and facilitate transfers to beneficiaries. 

Asset Allocation & Manager Selection: Independent review of your current portfolio with a special focus on balancing your personal assets with your investment in your business. Our independence and robust network provides us access to top-tier research and investment strategies to properly fit your needs. Our advice is never "sales driven" nor limited to a single firm's resources.

Diversification Alternatives: Custom, cost-effective solutions to help mitigate the risk of concentrated business ownership.