SERVING Families, business owners, executives, and institutions with complex financial needs..

WEALTH

CREATION

Investment Planning

  • Portfolio construction (equities, fixed income, alternatives)

  • Private placements & structured products

  • Real estate investment strategies

  • Private equity & venture capital access

Business Growth Capital

  • Debt structuring (bank, mezzanine, private credit)

  • Equity structuring (partnership, venture, PE)

  • Insurance-backed financing (premium financing, policy loans)

Retirement Accumulation

  • Defined contribution planning (401k, IRA, Roth, SEP, SIMPLE)

  • Defined benefit & cash balance plans

  • Non-qualified deferred compensation (NQDC) plans

PRESERVATION

Risk Management (Insurance-Based)

  • Life insurance (permanent, term, private placement)

  • Disability income insurance

  • Long-term care & hybrid products

  • Key person coverage & buy-sell funding

  • Captive insurance design

Legal Structures (Tax Attorney)

  • Asset protection trusts (domestic & offshore)

  • Limited partnerships & LLC structuring

  • Prenuptial & postnuptial planning

  • Charitable remainder & lead trusts

Tax Planning (CPA + Tax Attorney)

  • Income tax minimization strategies

  • Capital gains & loss harvesting

  • Entity choice optimization (S-Corp, C-Corp, LLC, Partnership)

  • International tax planning (FBAR, FATCA, GILTI, CFC, expatriation)

DISTRIBUTION

Estate & Legacy Planning

  • Wills & advanced directives

  • Revocable & irrevocable trusts (ILITs, GRATs, IDGTs, SLATs, QPRTs)

  • Family limited partnerships

  • Generation-skipping transfer tax strategies

  • Charitable planning (DAFs, private foundations, CRTs, CLTs)

Philanthropy

  • Strategic giving programs

  • Charitable vehicles for income & estate tax offsets

  • Legacy foundations & endowments

Business Succession

  • Buy-sell agreements (insurance or internal liquidity funded)

  • Management succession planning

  • ESOPs & employee transition structures

  • Valuation & transfer strategies (installment sales, SCINs, GRATs)