Advice designed for the life you envision
Grant award and liquidity guidance
Grant award and liquidity guidance
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- Identifying the right amount of liquidity to take off the table to achieve financial security
- Advising on grant awards and emphasizing tax efficiency
- Creating and implementing sale strategies for private and public stock
Investment management
Investment management
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- Designing a portfolio consistent with your personal objectives, values, and cash flow needs
- Implementing a portfolio that is tax and fee efficient
- Off-shore investment management providing currency and risk diversification
Strategic tax optimization
Strategic tax optimization
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- Direct coordination with your CPA for all strategy, tax filings and timely payments
- Tax minimization strategies for high-income earners
- Customizing portfolios to tax brackets and focusing on after-tax returns