Tailored Investment Solutions for Accredited Investors

ACCREDITED INVESTORS

We passionately serve the ‘unappreciated affluent’ by providing protection against taxation and hedges against rising tax environments.

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^{WHO WE SERVE BEST}

THE UNAPPRECIATED AFFLUENT

Our clients are successful individuals and families who often find themselves navigating complex financial landscapes without tailored guidance. We can provide access to institutional products and bespoke strategies that are typically reserved for the ultra-wealthy. We are your independent and unbiased partner, offering rigorous validation of existing financial plans and thorough evaluations of investment portfolios and life insurance arrangements. Where necessary, we make recommendations to other appropriate planning partners.

^{OUR KNOWLEDGE}

GUIDING WEALTH ACROSS PROFESSIONS

Family Offices

Single & Multi-Family Offices seeking sophisticated wealth management.

HNW Individuals

U.S. & Non U.S. high-net-worth individuals.

Industry Professionals

Executives and key employees.

Oil & Gas

Oil & refinery workers.

Legal & Accounting

Single & established attorneys and accountants.

Sports & Entertainment

Professional athletes, entertainers, and sports agents.

Medical Community

Doctors and medical professionals.

Real Estate

Real Estate Developers.

Areas of Focus

Explore life goals and objectives
Projecting cash flow
Developing budgets
Calculating expected education expenses
Recommending optimal education funding strategy
Providing eMoney online Client Portal with account aggregation
Determining life insurance needs
Evaluating existing policies
Applying for new insurance
Evaluating disability income insurance needs
Reviewing liability insurance
Developing long-term care insurance strategies
Calculating optimal Social Security claiming strategy
Covering long-term care expenses
Portfolio diversification and risk management
Medicare assessment
Life intention/purpose planning
Analyzing optimal asset location strategies
Coordinating planning with your CPA
Tax loss harvesting or tax loss realization
Managing Stock Options
Private Investment Access
Alternative Strategies
Specialized Lending & Liquidity Solutions

Balancing spending and saving
Calculating portfolio needed at retirement
Developing savings plan(s) to fund retirement
Developing withdrawal strategies to provide required income with minimal risk
Creating rollover strategies
Successful transition of family wealth and values
Organize family meetings
Preserve legacy
Review your estate documents
Assessing options for providing different family members in blended families
Provide tax-efficient estate planning
Work with your attorney
Evaluating risk tolerance and risk capacity
Portfolio diversification and risk management
Portfolio customization
Making recommendations for investments in employer retirement plan accounts
Tax-efficient investment
Donor Advised Funds
Gifting strategies
Develop strategies to tax-efficient charitable giving

Unbiased Validation & Evaluation

Our commitment to your financial well-being extends to providing independent unbiased validation of your existing financial planning solutions. We conduct thorough, objective evaluations of your current investment portfolios and life insurance arrangements.

This meticulous review ensures that your current strategies are aligned with your goals and optimized for performance and protections. We provide clarity and confidence in your financial decisions.

PROTECTING AGAINST TAXATION

Proactive Tax Planning

We employ forward-looking strategies to shield your wealth from erosion, focusing on long-term tax efficiency rather than reactive measures.

Hedging Against Rising Taxes

Our strategies include innovative hedges with the potential to manage portfolio exposure in environments of increasing tax rate.

Optimized Portfolio Structures

We structure portfolios with tax implications in mind, utilizing vehicles and allocations that minimize your tax burden over time.

Institutional Product Access

Due to the significant success and sophistication of our clients, we can offer access to a range of institutional-grade products that are typically unavailable to the average investor. Our network extends to top-tier private equity, alternative investments, and specialized funds, all vetted to align with your investment objectives and risk tolerance.

TYPES OF ASSET CLASSES

COLLABORATING FOR YOUR SUCCESS

Strategic Partnerships

Where specialized proficiency is beneficial, we make recommendations to a curated network of appropriate planning partners, ensuring you receive holistic support.

Integrated Approach

Our collaborations are seamless, ensuring that all aspects of your financial life work in harmony to achieve your ultimate objectives.

Client-Centric Focus

Recommendations and partnerships are driven by your best interests, solidifying our role as a trusted financial advocate within your family office.

PATHWAY TO ACCREDITED INVESTOR STATUS

The "HENRY" Path: High Earners Not Rich Yet

We understand the unique financial journey of High Earners Not Rich Yet (HENRYs). You've achieved significant income but are still building substantial wealth.

Our strategies aim to help bridge this gap, transforming high earnings into enduring financial security and legacy.

We focus on supporting foundational groundwork for future affluence with ideas that could maximize earnings for long-term growth and protection.

Strategic Life Insurance Product Placement

Life insurance isn’t just about protecting your family—it can also help you pass on wealth, cover estate costs, and keep your business running smoothly. We evaluate the market to source and implement policies tailored to specific needs. This can include advanced plans like Private Placement Life Insurance (PPLI), which is a special type of policy for high-net-worth individuals that offers investment flexibility and tax benefits.