Services

One coordinated strategy.
Built around you.

By the time wealth gets complicated, most families have assembled a cast: a CPA, an advisor, an attorney, an insurance agent. Capable people, none of them holding the whole picture. Holding the whole picture is what a family office does, and it is the seat we sit in.

The 90-Day Audit for Complex Situations

Multiple entities, real estate, a larger portfolio, or a deal in motion? Over three focused months we audit all six areas of your financial life, line by line, and hand you a quantified, prioritized action list, with the biggest moves already implemented.

All six areas: tax, investments, estate & legal, insurance, cash flow, and M&A
Missed deductions & elections, quantified in dollars
Fixed fee: $6,000 under $1M income · $12,000 over
100% credited toward your first months if you continue

Explore the 90-Day Audit →

Tax Planning & Preparation

Proactive strategy and clean filing from one team. We look forward, not backward, and put a dollar figure on every recommendation, then file the returns that reflect it.

Custom written tax strategy
Quarterly strategy meetings
Entity structure review & optimization
Year-end projections, no April surprises
Business & personal returns (S-corp, partnership, Schedule C)
Quarterly estimates & IRS notice support

Financial Planning

Comprehensive planning led by a CERTIFIED FINANCIAL PLANNER® professional, covering every area of the CFP® curriculum, coordinated into one strategy built around you and your business.

Cash flow & owner compensation planning
Insurance & risk management review
Retirement & education goal planning
Estate & legacy planning with your attorney
Entity & succession coordination
Major purchase & milestone planning

Investment Management

Portfolio design and ongoing management aligned with your goals and your tax situation, because pre-tax returns are vanity and after-tax returns are sanity.

Goal-based portfolio design & ongoing oversight
Tax-efficient asset location & rebalancing
Retirement & pension plans: 401(k), Solo 401(k), SEP, cash balance
Coordination with your overall tax strategy

M&A & Exit Planning

If you are selling, most of the tax outcome is locked the day you sign. We work the structure before that, alongside your attorney and banker, as the tax seat at the table.

Asset sale versus stock sale, modeled side by side
Deal structure reviewed before the LOI, while it is still cheap to change
How the purchase price gets split, and what it costs you
Small business stock exclusion, tested before it is too late to qualify
Rollover equity and earnouts, structured so deferred money stays deferred
Post-exit planning, because the liquidity event is the beginning, not the end

The Full Package

Want one team running all of it?

Most clients bundle tax & financial planning with investment management: one team quarterbacking the entire financial side of your life. See pricing →

Book a 20-Minute Discovery Call

Not sure which service fits?

That's exactly what the free 20-minute discovery call is for. We'll tell you what you need, and what you don't.