Services
Investment Management
Subscription-based: No AUM fees
Custom portfolio construction and rebalancing
Diligence on alternative investments (real estate, private equity, VC, business investments)
Ongoing portfolio reviews and tax-aware investment coordination
Holistic Financial Planning
Cash flow and budgeting guidance
Retirement and college planning
Student loan and life planning integration
Estate planning coordination with partnered attorneys (including trust/will access in subscription)
Insurance Guidance
We help clients shop through independent brokers (we do not sell insurance)
Comprehensive insurance coverage reviews aligned with financial goals
Tax Strategy Coordination
Collaborate with clients’ CPAs
Investment decisions aligned with tax strategy
Tax letters sent to CPAs for seamless integration (no direct tax advice provided)
Business Acquisition Support
Due diligence, underwriting, and structuring for buyers
Financial analysis and valuation guidance
Student loan and life planning integration
Integration with financial plan and financing support
Business Sale Advisory
Full pre-sale preparation
Listing assistance with no success fees
Buyer due diligence and negotiation support
Enterprise value optimization, tax, and estate planning integration
Full guidance through transaction and post-close integration
Succession Planning
Alternatives to sale: MBOs, ESOPs, etc.
Holistic evaluation of succession options.