Complex, tax-aware portfolios spanning public and private markets, including direct investments, venture capital, secondaries, and real estate. In-house individual equity strategy, direct indexing, long-short equity for tax advantage, municipal bond, treasury, and cash management, and alternative assets across drawdown, evergreen, and direct structures.

Collaborative strategies to protect and transition your wealth. Working closely with attorneys, CPAs, and trustees, we structure family partnerships and LLCs for valuation discounts, create grantor retained annuity trusts, spousal lifetime access trusts, irrevocable life insurance trusts, generation-skipping and special needs trusts, establish private family foundations, and coordinate corporate trustee selection.

Tailored operational support for the practical weight of wealth: bookkeeping across entities and properties, entity administration, asset and liability reporting, foundation administration, valuation and reporting of private assets, international transfers, coordination of real estate and banking services, and hands-on support for private aviation, construction, and property projects.

Customized strategies to hedge, diversify, and manage significant equity positions while balancing tax and timing considerations. We offer individual equity and index options hedging, pre-transaction and liquidity event planning, equity compensation planning, transaction analysis and modeling, and tax planning around recurring realization events.

Programs that foster shared values, prepare rising generations, and establish governance structures for long-term stewardship. Education for each heir and governance for the family as a whole, delivered directly to every generation.

Strategic support for donor-advised funds, private foundations, and charitable giving aligned with personal purpose and family values. Vehicle selection, tax-efficient funding, and grantmaking run with institutional care.