You will know what we are recommending, why, what it costs, and what has to be true for it to work, before anything is signed.
We map your full picture: income sources and their character, embedded gains and basis, entity and equity structures, state exposure, existing trusts, and your liquidity timeline. The output is a prioritized list of the tax problems actually worth solving, sized in dollars.
For each candidate strategy we build the comparison: your outcome with and without the strategy, across the realistic scenarios, with every assumption stated. Strategies that do not clear their costs with a margin are dropped here, in writing.
We coordinate execution: your estate counsel or ours for drafting, your CPA for reporting, custodians, trustees, appraisers, and counterparties. Deadlines with statutory consequences (83(b) elections, 60-day rollovers, 180-day reinvestment windows) are tracked by us, not left to hope.
Structures live inside your investment plan. We manage the portfolios, monitor payout requirements and remainder tests, harvest losses against known gains, and revisit the plan when law, valuations, or your life changes.
A first meeting covers your situation, the strategies that plausibly apply, and what we would need to review before recommending anything.
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