We specialize in providing tax-efficient investment advice in the two most vital components of wealth management: investment consulting and advanced planning.
Asset Allocation and Portfolio Optimization
- Portfolio construction based on a deep understanding of our clients’ goals, values and objectives
- Investment selections based on thorough, in-house due diligence
- Tactical positioning to achieve the highest risk-adjusted returns
Concentrated Equity Strategies
- Pre-IPO/merger planning for senior executives
- Selling stock under Rule 144 and using 10b5-1 trading plans
- Hedging and monetization strategies
Investment in Traditional and Alternative Asset Classes
- Traditional asset classes: Equities, bonds, REITs and commodities
- Alternative investments: Private equity and hedge funds
- Intelligent retirement income planning
- Investment strategies to minimize impact of taxes on overall return
- Education planning to maximize college savings benefits
- Personal risk review to establish risk tolerance
- Assessment of long-term family priorities
- An asset ownership plan to determine generational wealth structure.
- Estate plan review to ensure that the plan has accounted for significant life events.
- Estate tax planning with trusts structured to maximize generational tax implications.
- Liquidity planning with trusts structured to maintain liquidity preferences.
Charitable Planning Strategies
- Effective methods for tax-efficient gifting
- Exploration of private foundation strategies for enhanced tax deduction options