We help owners understand the tax implications of the sale of their business and work with them to achieve tax efficiency that allows them to keep more of their hard earned wealth.
We work with families who have complex or unique circumstances to help them create a master game plan that includes their morals, values, legacy and financial contributions to their beneficiaries.
We help families who have income, capital gains, estate or other tax issues divert their tax dollars to causes they are passionate about or help them utilize other tax-advantaged solutions.
We are fee based consultants that work with the existing advisory team or make introductions to trusted tax, legal, financial and business advisors as need. We do not sell any products nor write any documents which allows us to collaborate with other advisors rather than compete.