Our Objectives

We specialize in providing tax-efficient investment advice in the two most vital components of wealth management: investment consulting and advanced planning.

Investment Consulting
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
Advanced Planning
Wealth Enhancement
  • Intelligent retirement income planning
  • Investment strategies to minimize impact of taxes on overall return
  • Education planning to maximize college savings benefits
Wealth Protection
  • Personal risk review to establish risk tolerance
  • Assessment of long-term family priorities
  • An asset ownership plan to determine generational wealth structure.
Wealth Transfer
  • 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