Protect your wealth.
Reduce what you owe.
Keep more of what you build.
A private advisory firm delivering the integrated tax strategy, estate planning, real estate investment, and wealth coordination of a family office — for business owners, attorneys, physicians, and high-net-worth individuals who demand more than commodity advice.
Active Income Tax Reduction
Year-round strategies — not April surprises
Estate & Generational Planning
Trust structures built around your specific situation
Real Estate Investment
Proprietary deals with in-house cost segregation
Wealth Preservation & Liquidity
Tax-free access to appreciated asset value
Full Compliance Infrastructure
Every return your structure requires — one team
exemption — permanent
now permanent
disciplines
handling everything
or residency tricks
Not a CPA firm.
Not a wealth manager.
Something better.
Most advisors work in silos. Your CPA files your returns. Your estate attorney drafts your trust. Your investment advisor manages your portfolio. No one connects the dots. Every year that gap costs you — in taxes paid unnecessarily, in estate exposure that grows unchecked, in opportunities that pass without action.
Shurek acts as the central coordinator of your entire financial picture — designing the strategy, executing the plan, and ensuring every moving part works together. We work alongside your existing attorneys and advisors, filling the role that no single advisor has been playing.
This is the model that ultra-wealthy families access through private family offices at a cost of $1–3 million per year. We deliver it at a fraction of that — purpose-built for the business owner, attorney, physician, and high-net-worth individual who is building serious wealth and needs it protected at every stage.
In-House Cost Segregation
We conduct cost segregation studies internally — faster, fully coordinated with your returns, and at a fraction of the outside cost.
Proprietary Real Estate Deals
Direct access to MHP and commercial acquisitions sourced by our 20-year real estate partner. You invest alongside us.
Attorney Partner On the Team
Legal coordination, business development, and a network of physicians and attorneys built into the platform.
Complete Compliance in One Firm
Every return your structure requires — 1040, 709, 706, 1041, 1065, 5500 — one team, one coordinated strategy.
Strategy Before Returns
The tax returns reflect a plan. The plan is built before decisions are made — not after they've been executed.
Year-round attention.
Not annual surprises.
Most people find out what they owe on April 14th. By then it is too late. The strategies that meaningfully reduce your tax bill require decisions made in January, June, and October — not in the final days before filing.
Our private client relationship is built around proactive engagement. You have a dedicated team monitoring your financial picture throughout the year, surfacing opportunities as they arise, and coordinating with your attorneys and advisors so no planning window passes without action.
Six disciplines.
One integrated strategy.
Each service reinforces the others. The tax returns reflect the estate plan. The estate plan accounts for the real estate. Nothing operates in isolation.
Income Tax Reduction
Year-round strategies to actively reduce your annual burden — real estate, retirement plans, QSBS, R&D credits, and more — planned before the year ends.
Explore →Estate & Wealth Transfer
Trust structures and gifting programs built around your assets and family — coordinated with your estate attorney, modeled before implementation.
Explore →Real Estate Investment
Proprietary access to MHP and commercial acquisitions. In-house cost segregation on every deal. Full tax coordination from closing through disposition.
Explore →Wealth Preservation
Structured approaches to accessing appreciated asset value without triggering taxes — and the generational architecture that keeps compounding working.
Explore →Business Succession & Exit
Pre-sale estate planning, QSBS qualification, deal structure optimization, and charitable integration for business owners approaching a transition.
Explore →Tax Compliance Infrastructure
Every filing your structure requires — individual, trust, estate, gift, partnership, pension — one team, one coordinated picture, no gaps.
Explore →Wealth built any way.
Planned the right way.
The common thread among our clients is not the industry or the job title. It is that they have built significant wealth — through whatever path — and they have outgrown the advice they are getting. Some examples of who we work with:
Business Owners
Closely held companies with appreciating value, succession planning needs, and significant annual tax exposure.
Attorneys & Law Partners
High-earning partners with complex compensation, partnership interests, and growing estate exposure.
Physicians & Specialists
Surgeons, anesthesiologists, radiologists, and other specialists earning $500K–$2M+ with a significant tax burden and limited planning time.
Real Estate Investors
Active portfolio holders with depreciation complexity, 1031 chains, and the basis-vs-estate tradeoff that demands coordinated analysis.
Crypto & Digital Asset Holders
Investors with significant unrealized gains, complex cost basis, and planning needs that most CPA firms have never encountered — from charitable strategies to estate access for digital wallets.
Tech Founders & Executives
Equity compensation, ISOs, RSUs, concentrated positions, and QSBS qualification analysis for founders approaching a liquidity event.
Affluent Families & Trusts
Multi-generational estates with active trusts, multiple entities, annual gifting programs, and no single advisor coordinating the full picture.
Anyone Who Has Outgrown Their Advisors
If your income or wealth has reached a level where you feel your current planning is not keeping up — regardless of how you built it — that is exactly who we are designed for.