First things first, we’ll need to determine which tax planning structure is right for you. Maybe you have shares from a company you founded. Maybe you’re an angel investor, or an early employee. Maybe you have some brokerage accounts or a few Bitcoin. Maybe it’s all of the above. Everyone’s situation is different, so we’ll take the time to make sure we understand the nuances. Our certified tax experts will answer any questions you have, and we even have lawyers around if you need them.

Working with us to minimize your taxes is the single most important thing you can do today to grow your wealth. After all, we can save you enough on your taxes at a liquidity event to earn you an extra 1 or 2 percent in returns every year. From there, let the miracle of compounding do the work. We'll collaborate with you to create a financial plan that ensures that your assets are growing meaningfully and that you and your family will have what you need for the long haul.