We focus on what matters most to high and ultra-high net worth families: keeping more of what you earn. Our expertise goes beyond investment selection—we integrate advanced tax strategies into every decision, combining traditional and private investments with customized structures designed to maximize after-tax returns.

For successful families, taxes are often the single largest expense. Reducing tax drag not only preserves wealth today but also accelerates compounding over time and supports efficient wealth transfer to future generations. Every dollar saved in taxes is a dollar that can remain invested or passed on as legacy capital.

We tailor portfolios to each client. In public markets, we use strategies such as tax-loss harvesting, custom indexing, and asset location optimization. For qualified investors, we also evaluate private opportunities—including real estate, private equity, energy partnerships, and alternative structures—that may offer both attractive returns and significant tax advantages.

We balance growth and preservation by diversifying across asset classes while integrating tax-smart strategies like income deferral, loss harvesting, and optimized fund selection. In private investments, we evaluate opportunities for depreciation, Section 179 deductions, and other tax benefits. The result: a resilient portfolio with stronger after-tax outcomes.

Yes. We believe the best results come from collaboration. We regularly work alongside CPAs, estate attorneys, and family office professionals to ensure that investment, tax, and estate planning strategies are fully aligned.

Absolutely. We integrate investment strategies with estate planning vehicles such as GRATs, IDGTs, and family limited partnerships to minimize estate taxes and streamline generational transfers. We also help families structure charitable giving through Donor-Advised Funds, Charitable Remainder Trusts, and Private Foundations to achieve both philanthropic and tax goals.

For clients with significant concentrated holdings, we employ hedging, monetization, and diversification tools such as exchange funds, structured notes, and other advanced techniques. Liquidity planning is always part of the process so that wealth remains both protected and flexible.

For qualified investors, Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) can be highly effective tools for sheltering investment growth from current taxation, while still providing access to institutional-grade investment options.

Our benchmark is not just market return—it’s after-tax, risk-adjusted wealth preservation and growth. We measure how much you keep after taxes, fees, and intergenerational transfer, because that’s what truly compounds and builds lasting family capital.

We begin with a confidential consultation to review your financial goals, current portfolio, and tax posture. From there, we design a personalized strategy that emphasizes wealth preservation, growth, and tax efficiency—integrated with your overall estate and financial plan.