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Built for people with complex lives.

You've built something significant. Now you need a team that can coordinate the tax, legal, insurance, and investment professionals around you — proactively, collaboratively, and with your best interests at the center.

Executives

You're managing RSUs, deferred comp, and concentrated stock — but nobody's coordinating the tax, legal, and investment implications together. We handle that.

•VP+ level or equivalent

•RSUs, ISOs, NQSOs

•$500K+ total comp

What You're Experiencing

You have a CPA. An estate attorney. An insurance agent. But nobody is quarterbacking the play. Your CPA files returns but doesn't advise on ISO exercise timing. Your advisor manages your portfolio but never coordinates with your tax strategy.

You need a team that quarterbacks every professional toward one unified outcome — managing your cashflow, equity compensation, tax optimization*, risk, and estate planning at set planning rates.

How We Help

→Equity compensation strategy (RSU timing, ISO exercise windows, ESPP optimization)
→Tax planning (estimated payments, withholding strategy, charitable giving)
→Estate planning coordination (beneficiary reviews, trust funding, gift strategies)
→We quarterback your CPA, estate attorney, and insurance team — driving every professional toward one unified outcome at set planning rates

Learn more about executive services→

Founders

Your business and personal finances are intertwined, but nobody's managing them together. We step in as your fractional CFO — connecting the business side and the personal side into one strategy.

•Series A+ or $5M+ revenue

•Considering exit (3-10 years)

•Post-exit wealth transition

What You're Experiencing

Your business needs a CFO. So does your personal wealth. But your CPA focuses on entity tax returns without integrating personal planning. Your advisor manages investments but has no expertise in business development, entity formation, or exit strategy.

You need a strategic advisor who serves as your fractional business CFO — someone embedded in your business and your personal financial life, connecting business development, exit planning, entity formation, and personally tied financial planning into one cohesive strategy.

How We Help

→Business-personal integration (entity structure, owner compensation, exit readiness)
→Exit planning (QSBS optimization, buyer structure analysis, post-exit tax strategy*)
→Post-liquidity transition (investment policy, estate planning*, family governance)
→Your strategic advisor and fractional business CFO — embedded in your business development, entity strategy, and personally tied financial planning

Learn more about founder services→

Families

You have multiple advisors, multiple generations, and nobody quarterbacking the whole picture. We build a team around your family and make sure nothing falls through the cracks.

•$10M+ net worth

•2+ generations involved

•Multiple advisors to coordinate

What You're Experiencing

70% of wealth transfers fail — not because of bad investments, but because nobody built a team around the family. Your advisors serve individuals, not the family as a whole. The next generation is disengaged. Estate plans are outdated. There's no governance structure.

You need a team assembled around your family — coordinating every professional, preparing every generation, and ensuring successful wealth transition, not just wealth transfer.

How We Help

→Family governance (family constitution, decision-making frameworks, meeting facilitation)
→Advisor coordination (CPA, attorney, wealth manager alignment and accountability)
→Next generation preparation (financial education, responsibility frameworks, engagement)
→A team built around your family — serving you through generations, ensuring successful wealth transition and lasting family harmony

Learn more about family office services→

A La Carte

Not ready for a full engagement? Get the strategic clarity you need with a focused, one-time deliverable. Expert analysis. Actionable recommendations. No ongoing commitment.

•One-time strategy engagements

•Written deliverable you own

•No ongoing commitment

Strategy Without Strings

Sometimes you don't need a full team — you need a specific answer. Our a la carte engagements deliver focused strategy documents on the topics that matter most: tax optimization, entity structure, exit readiness, estate architecture, cash flow planning, and more.

Every engagement produces a written strategy document with actionable recommendations. Take it to your existing team, or let us help you implement it through a full engagement.

Available Engagements

→Tax Optimization Blueprint — multi-year projection with actionable strategies
→Business Entity & Compensation Review — structure and distribution optimization
→Exit Readiness Assessment — valuation positioning, QSBS, and timeline
→Risk & Insurance Audit, Estate Architecture, Cash Flow Planning, Portfolio Review, and more

View all strategy engagements→

Client Success Stories

"I used to spend hours coordinating between my CPA, attorney, and investment advisor. Now they all work from the same playbook — and I don't have to manage any of it. I just focus on my career."

Senior Director

Technology company

"They were in the room for our exit planning, coordinated with our attorney on the deal structure, and had a post-liquidity plan ready before the wire hit. I didn't have to think about any of it."

SaaS Founder

Successful exit, $40M+

"For the first time, our CPA, estate attorney, and investment team are all coordinated. Our kids are engaged. And we have a plan that actually spans generations — not just a portfolio review once a year."

Third-Generation Family

Multi-generational wealth