Since the Global Financial Crisis over fifteen years ago, investors have seen substantial wealth creation across various assets, leading to significant unrealized capital gains in a variety of assets including your favorite technology/growth stock, your private company or private equity portfolio, your primary residence or vacation home, as well as physical art and digital (crypto) assets.

Tax benefits can now extend beyond capital gains and can be directly applied against income. But unlike traditional tax shelters with direct ownership of real estate, today’s benefits are not limited to passive income and can instead now go against 1099 and W2 income allowing for meaningful tax offsets and planning opportunities.

-  Back-door ROTH, ROTH conversions
-  Sale of a business
-  Unwinding 1031 exchanges
-  Highly appreciated stock
-  Unwinding annuities

You are the CEO, but you will have us as your personal Chief Operating Officer, coordinating your Financial, Estate, & Investment Plans. We will also serve as your Chief Investment Officer, helping to guide you through global capital markets to find the best opportunities for your unique situation with a laser-like focus in maximizing what you keep by prioritizing after-tax returns and after-tax net worth—or perhaps Net Net Worth.