Audit‑defensible planning with measurable outcomes. Engagements are bespoke; below are representative scopes.
Most advisors focus on tax compliance—we focus on tax advantage. Our Tax Strategy services go far beyond “year-end deductions,” creating integrated structures that reduce liabilities now and for decades to come.
We design and implement strategies involving multi-entity planning, estate tax minimization, deferred compensation, charitable structures, and international holdings. For entrepreneurs, that means aligning corporate entities, trusts, and personal wealth into a seamless framework. For families, it means preserving generational wealth without sacrificing flexibility or control.
Our differentiator is perspective. We think like both tax attorneys and wealth architects, building strategies that compound savings year after year. This isn’t about “paying less tax once”—it’s about building a wealth machine that endures.
When the IRS or state revenue authorities come calling, it’s not a routine filing—it’s a high-stakes event that can reshape your financial future. Standard CPAs focus on compliance; few have the legal and strategic experience required to defend high-net-worth clients in audits, disputes, and litigation. Our Tax Controversy team brings decades of legal and financial expertise to your side, ensuring that your case is handled with both technical precision and strategic foresight.
We represent clients in examinations, appeals, and negotiations, often involving complex issues such as multi-entity structures, international holdings, or high-value estate planning. Our approach is not simply to “respond”—it’s to control the narrative, position your facts effectively, and negotiate from a position of strength.
Unlike most firms, we see controversy as part of a larger wealth strategy. Defense is only one layer; prevention is the other. By integrating audit-proof planning into your broader tax strategy, we minimize future risks while resolving current challenges.
Affluence brings opportunity—but also exposure. One lawsuit, creditor claim, or unforeseen liability can undermine what has taken decades to build. Our Asset Protection services are designed to ensure your wealth endures, regardless of external threats.
We employ proven legal and structural strategies—from layered LLCs to domestic and offshore trusts—customized to your risk profile and jurisdiction. Our goal is to create barriers that discourage litigation, strengthen negotiating leverage, and preserve privacy.
Unlike mass-market “asset protection packages,” our strategies integrate with your tax planning, estate planning, and business operations. True protection is not just about shielding assets; it’s about ensuring your structures support both security and growth.
Transferring wealth is easy. Transferring values, harmony, and purpose is far more difficult. Our Legacy Planning services go beyond estate tax minimization to ensure that your wealth becomes a foundation—not a fault line—for future generations.
We create multi-generational structures such as dynasty trusts, governance systems, and family constitutions that preserve both financial assets and family vision. Our work often includes educating heirs, designing philanthropic strategies, and structuring succession plans that reduce conflict.
The difference? We see legacy as more than legal documents. We help families articulate their vision, embed their values, and pass forward not just assets, but wisdom.
For families with significant wealth, coordination becomes as important as creation. Traditional advisors often operate in silos, leaving families with fragmented advice and inconsistent results. Our Multi-Family Office Services serve as the central hub—integrating tax, legal, investment, and estate planning into one cohesive strategy.
We provide the sophistication of a private single-family office—without the $10M+ overhead. That includes investment oversight, consolidated reporting, philanthropic planning, and coordination with outside advisors. More importantly, we serve as stewards of your family’s vision, ensuring every decision reflects long-term purpose rather than short-term convenience.
Where most firms simply manage wealth, we manage complexity. Our role is to bring clarity, structure, and governance to the many moving parts of affluence—so your family can focus on living the life that wealth makes possible.
Most business owners and affluent families eventually reach a stage where legal questions are no longer occasional—they’re constant. Hiring a full-time General Counsel is costly and often unnecessary, yet relying only on outside counsel means you’re always paying by the hour for advice that lacks context. Our General Counsel Services bridge this gap by giving you access to experienced attorneys who function as part of your leadership team—on call, deeply familiar with your structures, and invested in your outcomes.
We go beyond reviewing contracts and putting out fires. Our role is proactive risk management: structuring deals to reduce tax and liability exposure, protecting intellectual property, and anticipating regulatory issues before they disrupt operations. For families, that also means integrating legal strategies across trusts, family offices, and operating companies so that business, personal, and generational planning work together instead of in silos.
Where most firms react, we embed. That’s the difference. We don’t just solve problems—we align legal strategy with your growth trajectory, ensuring every decision protects today while building tomorrow.
Behind every thriving enterprise is a disciplined financial strategy. Yet many successful entrepreneurs and families outgrow their bookkeepers and CPAs long before they are ready to bring on a full-time CFO. Our CFO Services provide the sophisticated financial oversight of a Fortune 500 executive—without the overhead of a permanent hire.
We manage far more than cash flow and budgets. We design capital allocation strategies, debt structures, and investment frameworks that align with your long-term goals. Whether it’s preparing for liquidity events, modeling acquisitions, or building consolidated financial reporting across multiple entities, we provide clarity where others offer only spreadsheets.
What sets us apart is our ability to think like both owners and investors. We help you see around corners, anticipate capital needs, and make confident financial decisions that compound wealth across generations.
Valuation is not a formula—it’s a negotiation tool. Whether for succession planning, shareholder buyouts, estate transfers, or litigation, our Business Valuation services provide the rigor, objectivity, and credibility needed to stand up to scrutiny.
We combine forensic-level analysis with market insight, producing valuations that aren’t just “numbers on paper” but actionable intelligence. We consider not only EBITDA multiples and discounted cash flows, but also governance, industry dynamics, and risk-adjusted growth potential. That’s why our valuations hold up in court, in negotiations, and in front of regulators.
What differentiates us is our alignment with your larger strategy. We don’t just deliver a valuation report—we help you understand how that number affects financing, succession, or exit planning. In other words, we don’t stop at value; we show you how to unlock it.
— your first step toward protection and lasting wealth optimization.
