Who We Serve
Who We Serve
Tailored Solutions For High-Net-Worth Individuals
Employees of a Pre-IPO Company
Take full advantage of your opportunities as your company goes public by letting us help you navigate your financial options. Our team will help you evaluate multiple scenarios and walk you through an effective tax plan or investment strategy.
I don’t know what to do with my stock options.
How do I navigate the available resources and balance between opportunities, risks, and tax considerations?
How can I plan for the long-term given the uncertainty in the near-term?
Employees Of A Public Tech Company
Gain access to a breadth of resources to better manage your taxes and wealth. Work with our team to determine the best approach for your finances in the long-run, further optimizing your success and diversifying your stock.
I pay a lot of taxes.
I have a lot of company stock; my wealth might be too concentrated in this one area.
It's difficult for me to find someone that works with my unique financial situation.
It's difficult to sift through online resources and figure out what's good advice for my scenario.
Use our experienced team of advisors to help mitigate your taxes to improve your future monetary growth. Applying our knowledge of tax planning can not only save you money, but can save you time, so you can focus on what matters most.
I don't have the time to manage my own finances (I’m focused on running my business and increasing my income).
I need an advisor who's competent, trustworthy, and reliable.
I’m probably not taking advantage of all the tax-benefits available to business owners.
I need someone to handle the day-to-day maintenance of my financial life and make sure things are taken care of.