Wealth Planning
We map where your wealth is today to where it needs to be for you, your family and the causes you care about.
Overview
Multi-decade projections of spending, income and taxes across scenarios.
Staged diversification, hedging, exchange funds and charitable structures.
Pre-transaction structuring, deal modeling and post-close investment transition.
Foundations, donor-advised funds and charitable trusts aligned with your goals.
Independent analysis of life, liability and property coverage across the family.
A formal review of progress, assumptions and priorities every year.
How we work
We map your balance sheet, entities, cash flows and the goals behind them.
We build an integrated plan with clear priorities, trade-offs and milestones.
We work with your attorneys and accountants to implement each recommendation.
We update the plan as markets, laws and your family's circumstances change.
“They planned our liquidity event a year before it happened.”
Daniel KimFounder, Sitewell
Selling everything at once is rarely optimal, and neither is holding on out of loyalty. A structured plan can reduce risk, tax and regret at the same time.
The decisions that most affect what a founder keeps from a sale are usually made long before the term sheet arrives.
Higher yields have drawn record allocations to direct lending. We think it belongs in portfolios — but in a different place than most investors are putting it.
A 45-minute introductory consultation with a senior advisor about your family, your objectives and how your current advisors work together. No obligation.
