Multiple generations and households, with wealth still tied to a family business or approaching a liquidity event. Our work often includes pre-transaction planning, estate and charitable strategy, concentrated equity management, and coordination across the entities and family members involved.
We help build the structure that operating a business never required: an investment program, estate and charitable planning, liquidity management, and a coordinated framework for the family’s next chapter.
Principals and executives whose wealth is built through equity, carry, or recurring realization events rather than a traditional paycheck. We help coordinate tax-aware planning around those events, transfer interests before appreciation where appropriate, and integrate private positions with the broader family balance sheet.
Families whose wealth sits largely in private funds, direct investments, digital assets, real estate, or other holdings that don’t fit neatly within traditional custody and reporting. Our work is to build visibility across the full balance sheet, manage liquidity where possible, and bring consistent valuation and reporting to assets wherever they are held.