For high-earning families, success often brings complexity. Whether you are navigating business ownership, equity compensation, or an inheritance, we help you cut through the noise.
By asking, “How is your life structured for today and the next generation?” we provide the structure and organization needed to manage sophisticated wealth.
Our goal is to bridge the gap between today’s success and tomorrow’s legacy through deeply personal, integrated advice.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate financial transitions and build a secure independent future.
High Earners Not Rich Yet - maximize wealth building in your prime earning years.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Integrate business and personal wealth strategies for service industry leaders.
Specialized planning for attorneys and law firm partners.
Sophisticated strategies for alternative investment professionals.
Specialized expertise where I deliver the greatest value
Thoughtful estate planning to protect your legacy and provide for future generations.
Navigate business transitions and maximize value at exit.
Sophisticated strategies for sustainable retirement income.
Navigate sudden wealth events with strategic planning.
Director of Private Market Investments
Manager of Wealth Planning
Market commentary and investment perspectives
Earnings Growth and a Strong Economy Power Stocks Higher in Q3
Markets were volatile again in Q3, but stocks still advanced as robust corporate earnings and a resilient economy carried the S&P 500 to new all-time highs despite a rebound in oil prices and a sharp rise in Treasury yields.
Read More
Equity Compensation: A Simple Guide to ISOs, NSOs, and RSUs
Common types of equity compensation include Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Restricted Stock Units (RSUs). Each works differently and has its own tax rules, but they all give you an opportunity to build wealth if the company performs well.
Read More
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
Read More