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 outgrown the advice they are currently getting. Some examples of who we work with most often:
Business Owners
Closely held companies with appreciating value, succession needs, and significant annual tax exposure.
You have built something valuable. It generates significant income, it is appreciating, and at some point there will be a transition. The question is whether the people who benefit from that value are your family — or the IRS.
- Business income generating significant annual tax liability with limited offset strategies
- The business represents the majority of net worth — creating concentration risk and estate exposure simultaneously
- Succession is on the horizon but has not been formally planned
- Entity structure may not be optimized for the current phase of growth
- Prior planning may have been done years ago and never updated
Attorneys & Law Partners
High-earning partners with complex compensation, partnership interests, and growing estate exposure.
Law firm partnership income is among the most complex compensation structures in any profession — K-1 income, guaranteed payments, capital account distributions, and a partnership interest with significant but illiquid value. Most CPA firms are not equipped to address all of it.
- Annual income of $500K to $5M+ from partnership distributions and guaranteed payments
- Partnership interest represents significant but illiquid and hard-to-value estate exposure
- Multiple entities, multiple states, limited time to manage planning decisions
- Estate growing toward or beyond $15M combined exemption with no coordinated strategy
- Referral relationships with other attorneys and physicians who share identical needs
Physicians & Specialists
Surgeons, anesthesiologists, radiologists, and other specialists with significant income and limited planning support.
Physicians are among the highest-income earners in the country and among the most underserved by their advisors. High income, limited time, and compensation complexity create exactly the situation where coordinated advisory delivers the most value.
- W-2 income or professional corporation distributions generating $500K–$2M+ annually
- Significant income tax liability with no coordinated strategy to reduce it
- Malpractice exposure creates asset protection needs that planning should address
- Retirement planning has not kept pace with income growth
- Referral network of other physicians with identical planning needs
Crypto & Digital Asset Holders
Investors with significant unrealized gains, complex cost basis, and planning needs most advisors have never encountered.
The crypto investor who bought early and held through multiple cycles now has a cost basis problem, a capital gains problem, and an estate problem that most CPA firms have never seen. The planning tools exist. The advisors who understand them are rare.
- Significant unrealized gains in appreciated crypto positions with very low or $0 cost basis
- No wash sale rules apply — aggressive tax-loss harvesting is available year-round
- Charitable donation of appreciated crypto to a donor-advised fund avoids capital gains entirely
- Estate planning for digital asset wallets requires specific trust drafting and key management provisions
- QSBS analysis for founders of qualifying blockchain and crypto companies who may have excludable gain on exit
Tech Founders & Executives
Equity compensation, concentrated positions, and QSBS analysis for founders approaching a liquidity event.
A founder approaching a liquidity event, an executive with a concentrated RSU position, or an employee with ISOs vesting before an IPO — each situation has specific tax implications that require proactive planning, not reactive filing.
- ISO exercise timing must be modeled against AMT exposure before any exercise decision is made
- RSU income is ordinary income in the year of vesting — withholding is typically inadequate
- QSBS Section 1202 analysis is critical before any sale — up to $15M of gain can be excluded
- Concentrated single-stock positions post-IPO create capital gains risk requiring charitable or lending strategies
- Estate exposure often not addressed until after a liquidity event when the best strategies require action beforehand
Don't see yourself here?
That's fine.
These are examples — not a gated list. If you have built significant wealth through any path and feel your current planning is not keeping pace with your situation, that is exactly the conversation worth starting.
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