2025 was the firm’s strongest year on aggregate savings, driven by sunset-driven SLAT funding and a heavier-than-usual founder-exit cycle. Below: the breakdown by pillar, plus six anonymized case files.
The chart below allocates the year’s aggregate client savings across the six pillars. Wealth-transfer leads in 2025 driven by sunset-positioning; in 2026 the mix shifts toward business and planning.
Six case studies drawn from the 2025 book. Each shows the household archetype, the three highest-leverage strategies deployed, and the measured savings net of advisory fees.
Founder five years post-exit; concentrated former-employer public stock at 41% of portfolio; partial QSBS rollover available; charitable-giving target 8% NLW/yr.
CFO of a public company; vested ISOs and NSOs accelerating; non-qualified deferred-comp plan with 2026 distribution; relocating from CA to TX mid-year.
Third-generation family with operating real-estate portfolio across 4 states; family foundation funding underway; G3 children entering productive earning years.
UK national, US green card holder, founder of a US tech company; pre-IPO secondary sale closing in 2026; family trusts in Jersey; expatriation planning under evaluation.
Mid-market PE partner; carried-interest vesting in two funds; substantial fund-level capital commitments; planning a partial liquidity event by Q4 2026.
Second-generation operator of 1.4M sqft commercial real-estate portfolio; pending 1031 exchange on 3 assets; family foundation funded with appreciated holdings.
Eight years. 230 active households. $1.46B of measured savings net of advisory fees, retainer costs, and execution expenses.
Past results do not guarantee future outcomes. Methodology and aggregation criteria available on request.If you’d like to see the full unredacted case file matching your archetype, request a strategy session. We share these directly with qualified prospects under NDA.
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