The family office experience
without the barrier to entry.
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 and 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 and 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.
In-House Cost Segregation
We conduct cost segregation studies internally — faster, fully coordinated with the tax return, and significantly cheaper than outsourcing to a third-party engineering firm.
Proprietary Real Estate Deals
Direct deal flow from our 20-year MHP and commercial real estate partner — not publicly marketed acquisitions from a broad platform.
Attorney Partner on the Team
Legal coordination, business development, and a referral network of attorneys and physicians built directly into the firm.
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 Before Returns
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. The advisor clients call before any major financial decision.
Handles all complex compliance — 1041 trust returns, 709 gift tax, 706 estate, multi-entity K-1 packages. The execution engine behind every filing, with deep trust and estate return expertise.
Two decades as an MHP broker. Proprietary deal flow. An operating team that handles acquisition, management, and investor reporting. Brings deals no one else sees.
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. No 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 discretion clients expect from their most trusted advisors.
Proactive, Not Reactive
We identify the opportunity, model the impact, and bring it to the client before the planning window closes — not after the year ends.
A clean lane.
Better outcomes
for your clients.
We do not compete with estate-planning counsel, wealth advisors, or RIAs. We fill the integrated tax role that routinely goes unfilled — and we do it in a way that makes your work easier, not duplicated.
Our pitch to referral partners is straightforward: You draft. You advise. You manage the portfolio. We model the tax impact, coordinate implementation, and keep the reporting right.
We work alongside