By introduction · Private client practice

Tax architecture for significant wealth.

When your situation involves a liquidity event, concentrated stock, a business exit, multiple entities, or an estate to position across generations, the planning has to be designed — not filed. We build bespoke, senior-advisor-led tax structures for principals and families with complex balance sheets.

Liquidity & exit planning Estate & generational transfer Multi-entity & cross-border Concentrated positions

Request a private introduction

A brief, confidential conversation with a senior advisor — to understand your situation and whether our practice is the right fit. No questionnaire.

First name

Last name

Phone

Approximate income or assets in play

Confidential. Reviewed personally by a senior advisor — never a call center.

The engagement

A standing relationship, not a return at the deadline.

Complex wealth is not a once-a-year filing problem. We sit alongside your situation through the year — coordinating with your attorney, banker, and investment team — so that decisions are made before they become taxable events, and structures are in place before the window to use them closes.

Designed for the event

A sale, an exit, an IPO, an inheritance, a relocation, a large gift. We model the outcome ahead of time and architect the structure — the moment to act is usually before the transaction, not after.

Senior advisor, start to finish

Your engagement is led by a principal strategist — the person designing the plan is the person you speak with. The depth of a large firm, held to the discretion of a private practice.

Coordinated, not siloed

We work in concert with your existing counsel and advisors. The tax architecture is one part of a balance sheet — we make sure it fits the estate plan, the entity map, and the next generation.

Depth of toolkit

A 178-strategy capability — applied only where it fits.

We maintain a vetted catalog of 178 federal and multi-state strategies, each tied to its primary authority and pressure-tested for substance. A few of the structures we design and implement for clients at this level:

Capital gains & exit

QSBS / §1202 exclusion & stacking

Excluding gain on qualified small-business stock — and, where the facts support it, multiplying the exclusion across non-grantor trusts and §1045 rollovers for founders facing a sale.

IRC §1202 · §1045

Business succession

ESOP sale + §1042 rollover

Selling a closely held C-corp to an employee plan and deferring the entire gain into qualified replacement property — succession, liquidity, and deferral in one structure.

IRC §1042 · §1042(c)(4)

Estate & transfer

Dynasty trusts & GST leverage

Positioning appreciating assets outside the taxable estate for generations — SLATs, IDGT sales, and GST-exemption leverage, sited in the right jurisdiction.

IRC §2631 · grantor-trust rules

Real estate & deferral

Qualified Opportunity Zone funds

Deferring capital gains into a QOF and, on a ten-year hold, excluding the appreciation — a disciplined complement to a concentrated-position unwind.

IRC §1400Z-2

Insurance & deferral

Private placement life insurance

A compliant institutional-pricing life-insurance wrapper for tax-efficient growth of an investment portfolio — built to the investor-control and diversification rules.

IRC §7702 · §817(h)

Charitable & concentrated stock

Charitable remainder trusts

Diversifying a low-basis position through a CRT — a tax-free in-trust sale, a lifetime income stream, an upfront deduction, and a legacy to the causes you choose.

IRC §664

Every structure is matched to your facts and supported by primary authority — legal opinions, court precedent, and a standing peer-review process across more than 1,300 CPAs. We optimize, we do not push the line: abusive shelters and listed transactions are deliberately excluded from what we recommend. The goal is durable, defensible planning — not red flags.

How it begins

A measured path — from introduction to architecture.

The introduction

A confidential conversation with a senior advisor. We listen to the situation, the upcoming events, and what your current team already has in place — and tell you candidly whether we can add meaningful value.

II.

The diagnostic

A close read of your returns, entities, and balance sheet. We model the modeled, illustrative impact of the structures that fit — quantified against your actual numbers, not a brochure.

III.

The architecture

A written plan we implement and maintain — coordinated with your attorney and advisors, documented to primary authority, and revisited as your life and the law change.

How we work

Aligned, transparent, and compliance-anchored.

On volume

Fees you can see

Our advisory fee is a percentage of the strategy volume we put to work — never a percentage of your tax savings. That keeps the engagement firmly on the right side of IRS rules, and our incentives aligned with yours.

Modeled

Numbers, not promises

Every figure we show is modeled and illustrative — derived from your filed returns and comparable engagements. We quantify the opportunity precisely, and we never call a projection a guarantee.

By introduction

A small practice, deliberately

We take on a limited number of private-client relationships so each receives principal-level attention and genuine discretion. New engagements begin with a personal introduction.