Your wealth has
outgrown your
current structure.
We help business owners, real estate investors, and affluent families reduce transfer tax exposure, coordinate trust and entity planning, and keep the reporting clean — from strategy through execution.
Time-sensitive: The TCJA estate and gift tax exemption is scheduled to sunset at the end of 2025. Families with multi-million-dollar estates should begin planning now — before the window closes and the opportunity to transfer wealth tax-efficiently is reduced by half.
Most affluent clients are paying for complexity without getting strategy.
You have trusts, entities, multiple returns, attorneys, advisors — and somehow every year it still feels like everyone is working in their own lane. The returns get filed. The documents get signed. But no one is connecting the dots.
That coordination gap is where estate value gets lost, unnecessary tax gets paid, and well-intentioned planning falls apart between the attorney meeting and tax season.
We exist to close that gap. We are not your estate attorney. We are the tax strategist, implementation quarterback, and compliance overseer who makes sure the plan actually works — on paper and in the filing.
Sound familiar?
- "My trust was set up years ago but I'm not sure it still makes sense for my situation.
- "My attorney drafts the documents but nobody has modeled the tax impact.
- "I have multiple entities and I'm not sure they're structured the right way for estate purposes.
- "I know the 2026 exemption change is coming — I just don't know what to do about it yet.
- "My returns get done every year but I feel like I'm always reacting, not planning.
- "I pay a lot in taxes. I'm not convinced I have to.
Four roles. One coordinated relationship.
Tax Strategist
We model the real tax and transfer-tax impact of planning decisions before they're implemented — not after.
Implementation Quarterback
We sequence the moving parts — entity changes, asset titling, trust funding, gifting — so the plan doesn't stall between advisors.
Compliance Overseer
We manage the reporting that follows — 1040, 1041, 709, and entity returns — in coordination with the underlying strategy.
Advisor Collaborator
We work alongside your estate attorney, wealth advisor, and trustee — filling the tax role so everyone else can focus on theirs.
Strategy first.
Then execution.
Then reporting.
Most firms prepare returns. We do that too — but it's not where the value lives. The value lives in the work that happens before the return is filed: the planning conversation, the tax modeling, the decision about which structure actually serves your goals.
We design a coordinated strategy, oversee the implementation, and then ensure the reporting reflects what was actually done. That sequence matters.
- one
Diagnostic & Discovery
We review your current structure — entities, trusts, returns, estate exposure — and identify where the real risks and opportunities are.
- two
Tax & Transfer Modeling
We model the tax impact of proposed strategies before anything is implemented, so decisions are made with clear numbers in front of you.
- three
Coordinated Planning Blueprint
We produce a written roadmap with a sequenced implementation plan and a reporting checklist for year one and beyond.
- four
Implementation Support
We stay involved — coordinating with your attorney, trustee, and advisors — to ensure the plan doesn't fall apart between the meeting and the filing deadline.
- five
Ongoing Strategy Relationship
For clients with active trusts, annual gifting, liquidity events, and multi-entity complexity, we offer an ongoing retainer model that keeps the strategy current year after year.
Choose your entry point.
All engagements are scoped individually. Prices reflect minimum starting points. Returns are priced separately unless bundled. A brief discovery call precedes any proposal.
Not every client needs this. Yours probably does.
We work with a small number of clients who have real planning complexity — not volume. If you have appreciating assets, multiple entities, active trusts, or an estate that may be affected by the 2026 exemption change, this is the right conversation to start.
Business Owners
Privately held companies with appreciating value, key-man exposure, and succession or transfer planning on the horizon.
Real Estate Investors
Portfolio holders with concentrated assets across LLCs, partnerships, or DSTs — where basis, depreciation, and transfer planning intersect.
Affluent Families
Multi-generational estates with existing trusts, active gifting programs, or estate exposure affected by the 2026 sunset.
Trust Funders & Gift Planners
Clients funding irrevocable trusts, managing annual exclusion gifting, or coordinating large transfers with counsel.
High-Complexity Return Clients
Individuals managing multiple entities, K-1s, 1041s, and 709s who want reporting coordinated with a real planning strategy.
What we do — and what we don't.
We Do
- Model the tax and transfer-tax impact of planning strategies
- Coordinate with estate attorneys, wealth advisors, trustees, and valuation professionals
- Oversee tax reporting for trusts, gifts, entities, and individuals
- Quarterback implementation from strategy through execution
- Review asset titling and entity structure for tax efficiency
- Provide year-round planning advice around transactions and liquidity events
- Prepare 1040, 1041, 709, and entity returns — driven by the plan
We Don't
- Draft legal documents or trust instruments
- Provide legal advice or serve as estate-planning counsel
- Replace your attorney — we work alongside them
- Promise specific tax savings before reviewing your situation
- Quote a flat fee before understanding complexity
- Include unlimited attorney coordination in entry-level packages
- Take on clients whose complexity doesn't warrant a real planning engagement
A clean lane. Better outcomes for your clients.
We do not compete with estate-planning counsel, wealth advisors, or RIAs. We fill the tax role that often goes unfilled in complex planning engagements — 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.
That creates a cleaner outcome for the client and a stronger referral relationship for all parties involved.
"We don't just prepare returns after the fact. We help clients think through whether their trust and entity structure actually supports long-term tax efficiency, family wealth transfer, and clean reporting — then we coordinate with counsel and oversee the tax side of implementation."
We work alongside
- Estate Planning Attorneys
We handle the tax modeling and reporting so you can focus on the legal structure. - Wealth Advisors & RIAs
We provide the tax coordination your clients need but that falls outside your scope. - Insurance Advisors in Legacy Planning
We connect the policy structure to the tax strategy and trust reporting. - Valuation Professionals
We incorporate valuation work into the planning model and return preparation. - Real Estate Attorneys
For portfolio clients where entity structure, depreciation, and estate planning overlap.
Most planning conversations start with a single question.
We take a small number of new clients each year. Every engagement begins with a brief discovery call — no charge, no obligation — to determine whether there's a fit and what the right entry point looks like for your situation.
If you're a referral partner reaching out on behalf of a client, we respond within one business day.
Engagements typically begin within 2–3 weeks of initial consultation.
All conversations are confidential.