Our Offering

Advanced Wealth Strategy

We have developed a sophisticated proprietary financial planning approach, built to be adapted to the specific circumstances of each of our clients, and to serve as the foundation for advanced wealth strategy.

• Cash flow, liquidity, and debt optimization strategies
• Custom-built, probability-based financial decision frameworks, incorporating the defined objectives of our clients
• Scenario analysis
• Contingency, situational, and specialized planning such as for divorce and death

We are the accountable party for the design of our clients’ comprehensive wealth strategy, which is designed and executed in collaboration with experienced attorneys and accountants.

• Customized design of wealth transfer strategies, including estate planning and planned giving
• Integration of estate and income tax minimization strategies with portfolio design
• Project management of governance and legal structuring
• Design of asset protection programs, including insurance tools

Corporate Executives

• Concentrated stock risk management and tax deferral / minimization strategies
• Trading strategies to limit market impact
• Design of completion portfolios and hedging programs when concentration is maintained