The family office experience
without the barrier to entry.
Shurek Wealth Protection was built on a simple observation: the families who benefit most from integrated wealth planning are not the ones who can afford a $3 million private family office. They are the business owners, attorneys, and physicians who are building toward that level of wealth and need sophisticated planning right now.
Built around a
gap no one was filling.
Traditional CPA firms are built for compliance. They prepare accurate returns. They file on time. But they are not designed to identify the planning opportunity six months before it becomes actionable, coordinate with the estate attorney on the trust that needs to be funded before year-end, or model the tax impact of a business sale before the letter of intent is signed.
Wealth managers are built for asset allocation. They optimize the portfolio. They manage risk. But they are not equipped to prepare the gift tax return documenting the transfer to the irrevocable trust, conduct the cost segregation study on the commercial property, or advise on the pre-sale QSBS analysis.
Shurek fills the space between those two worlds. We are the integrated tax and wealth strategy firm that connects every dimension of a client's financial picture — and we own the outcome, not just the filing.
Five capabilities
built into one firm.
In-House Cost Segregation
We do not outsource at $5,000–$15,000 per study. We do it internally — faster, fully coordinated with the tax returns from day one.
Proprietary Real Estate Access
Direct deal flow from our 20-year MHP and commercial real estate partner — not publicly marketed acquisitions.
Attorney Partner on the Team
Legal coordination, business development, and a referral network of physicians and attorneys built into the platform itself.
Complete Compliance in One Firm
1040, 709, 706, 1041, 1065, 5500 — one team, one coordinated picture, no gaps between what was planned and what was filed.
Strategy First, Returns Second
The tax returns reflect a plan. The plan is built before decisions are made — not reported after they have already been executed.
Four disciplines.
One coordinated team.
Each member of the founding team brings a distinct capability that most advisory firms have to outsource. We built them in.
CPA. In-house cost segregation. Existing HNW client relationships. The strategic and technical foundation of every client engagement.
Handles all complex compliance — 1041 trust returns, 709 gift tax, 706 estate, multi-entity K-1 packages. The execution engine behind every filing.
Two decades as an MHP broker. Proprietary deal flow. An operating team that handles acquisition, management, and investor reporting.
Legal expertise, capital partner, and a referral network of attorneys and physicians. The bridge between the firm and its professional client community.
How we operate.
Defensible Strategies Only
No captive insurance schemes. No syndicated conservation easements. No residency tricks. Every strategy has decades of legal precedent and clear statutory authority.
Modeled Before Implemented
We model the tax and transfer-tax impact of every proposed strategy before implementation. Clients see the numbers before they sign anything.
Coordination Over Silos
We work alongside estate attorneys, wealth advisors, and RIAs — never competing. Our value is the coordination, not the replacement of any existing relationship.
Limited Relationships, Deep Engagement
We work with a limited number of clients each year. That limitation is intentional — the depth of engagement our model requires cannot be scaled beyond what the team can deliver properly.
Confidentiality as a Foundation
Every conversation, every document, every planning discussion is treated with the same discretion that our clients expect from their most trusted advisors.
Proactive, Not Reactive
We do not wait for clients to ask. We identify the opportunity, model the impact, and bring it to the client before the planning window closes.