The family office
without the barrier.
Integrated tax strategy, estate planning, real estate investment, and generational wealth coordination — for business owners, attorneys, and physicians who are building toward generational wealth.
What we do: We reduce your annual tax burden, protect your estate across generations, connect you to proprietary real estate opportunities, and keep every moving part coordinated — the way a private family office would, at a fraction of the cost.
Six integrated advisory disciplines
- Advanced income tax reduction — real estate, defined benefit plans, QBI, QSBS, R&D credits, bonus depreciation, installment sales
- Estate and wealth transfer planning — SLATs, IDGTs, GRATs, dynasty trusts, ILITs, FLPs, GST planning
- Proprietary real estate syndications — MHP, commercial, medical office — with in-house cost segregation
- Buy, Borrow, Die architecture — SBLOC, cash-out refinancing, art-secured lending, basis step-up planning
- Business succession and exit planning — pre-sale estate planning, QSBS qualification, deal structure optimization
- Full compliance infrastructure — 1040, 709, 706, 1041, 1065, 5500, 6765, cost segregation studies
Defensible. Documented. Proven.
Every strategy we implement has decades of legal precedent and clear statutory authority. No captive schemes. No conservation easement packages. No residency tricks.
One team. Every return.
The right clients for this platform
Business owners with appreciating companies and succession planning needs
Attorneys and law partners with complex compensation and estate exposure
Physicians and specialists earning $500K–$2M+ annually
Real estate investors with concentrated portfolio and basis complexity
Affluent families with active trusts, multiple entities, multiple advisors
Pre-liquidity event business owners planning a sale
Why this is different
- In-house cost segregation — we do not outsource at $5K–$15K per study. We do it internally, faster and better coordinated.
- Proprietary real estate deals — direct access to MHP and commercial acquisitions sourced by our 20-year real estate partner.
- Attorney partner on the team — legal coordination, business development, and a network of physicians and attorneys.
- Full compliance in one firm — every return, every trust, every entity, one coordinated team.
- Strategy before returns — the tax returns reflect a plan. The plan is built before anything is filed.
A clean lane for advisors
"You draft. You advise. You manage the portfolio. We model the tax impact, coordinate the implementation, and ensure every filing reflects the strategy."
We work alongside estate planning attorneys, wealth advisors, RIAs, insurance advisors, valuation professionals, and real estate attorneys. We fill the role that typically goes unfilled — and we make every other advisor on your client's team more effective.
Pricing that reflects the value
- Private Client Retainer — $2,500 to $5,000/month covers year-round advisory, strategy, coordination, and access
- Return Preparation — billed separately by form at complexity-appropriate rates
- Project Engagements — diagnostic, blueprint, and implementation packages available as entry points
- Real Estate Co-Investment — proprietary deals with in-house tax coordination throughout