A 14-person, fee-only advisory serving 230 households between $5M and $150M of investable wealth. We build the tax architecture; your CPA executes the returns; your wealth manager allocates the assets. Three lanes, one quarterback.
Every engagement begins by mapping all assets — including those your wealth manager doesn’t see — against the federal, state, and entity-level tax code. The pie below is the median allocation for our active book.
Every engagement spans the same six service categories. Each pillar has a written deliverable, a quarterly review cadence, and a measurable outcome on your annual return.
Multi-year projection model: federal, state, AMT, NIIT, and entity-level liabilities for the next seven years, refreshed every quarter.
Pillar 01 detailS-corp vs C-corp vs LLC architecture, holding-company design, multi-state nexus management, and Section 199A optimization.
Pillar 02 detailSLATs, GRATs, IDGTs, dynasty trusts. Lifetime exemption use, valuation discounts, and post-2025 sunset positioning.
Pillar 03 detailQSBS qualification, R&D credit capture, cost-segregation studies, ESOPs, and Section 1202 / 1045 rollover sequencing.
Pillar 04 detailForeign earned-income exclusion, tax-treaty positioning, FBAR/FATCA compliance, expatriation planning, GILTI exposure.
Pillar 05 detailDonor-advised funds, charitable lead trusts, charitable remainder unitrusts, qualified appreciated stock, foundation design.
Pillar 06 detailTax planning is calendar-driven. Each quarter has a fixed agenda: a deliverable, a strategy decision, and a meeting with you and (where relevant) your CPA, attorney, and wealth manager.
Pull prior-year actuals, refresh 7-year tax model, set strategic priorities for the year.
Coordinate with wealth manager on harvest opportunities and Section 1091 wash-sale exposure.
Liquidity events — secondary sales, IPO lockup expirations, exit planning — structured 90+ days ahead.
Final loss harvesting, RMD/Roth-conversion timing, charitable transfers, gift-tax-return prep.
Review the just-filed 1040 against the model; identify any leakage to fix in the current year.
Fund the year’s SLAT/GRAT contributions, evaluate Crummey-notice schedule.
S-corp basis tracking, holdco distributions, multi-state nexus exposure review.
Written planning memo + tax-position binder delivered to your CPA before Jan 31.
The numbers below are taken from an actual 2025 engagement — a founder five years post-exit with concentrated public stock, residual private equity, and a partial QSBS rollover available. Identifying details have been removed.
$48M of investable wealth. Concentrated position in former-employer public stock representing 41% of the portfolio. Spouse with passive K-1 income and a charitable-giving target of 8% of NLW per year.
Engagement scope: Q1 plan reset, Q2 partial-QSBS rollover (Section 1045), Q3 SLAT funding before sunset, Q4 charitable lead trust seeded with low-basis stock.
Hypothetical illustration based on actual 2025 engagement. Past results not indicative.
We are not a generalist firm. The bulk of our work is concentrated in three archetypes — each with a distinct set of tax problems and a distinct set of tools that solve them.
Recently liquid from an exit, M&A, or secondary. Often holds residual employer stock, partial QSBS, and unfunded estate documents. Charitable-giving instinct is strong but unstructured.
C-suite or senior partner with NQDC plans, ISO/NSO/RSU exposure, and concentrated single-stock risk. Multi-state residency mid-career; estate planning often under-funded.
Multi-generational wealth, often with operating businesses, real-estate portfolios, family foundations, and complex trust structures. The work is coordination as much as strategy.
“After three different wealth managers and two CPAs, I finally have one document that says, on one page, what I owe and why. The first time I read it I cried — not from the savings, but from the relief of finally understanding the architecture.”Founder, sold consumer SaaS company in 2024 · $52M post-tax NLW
If you meet the threshold, request a one-hour strategy session. We’ll review your most recent return, identify three highest-leverage opportunities, and discuss whether an engagement is the right fit. No commitment from either side.
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