Professional investors often hold a mix of equities, real estate, private placements, and alternatives. We implement tax location strategies, harvest losses where appropriate, and structure vehicles like LLCs or trusts to minimize taxes without compromising performance.
If you're managing a personal fund or family office-style structure, you need a plan to pass down knowledge and wealth. We design continuity and education strategies for heirs, including governance structures and legacy vehicles to ensure seamless transition.
Even the most seasoned investors benefit from outside perspective, fiduciary oversight, and strategic coordination. We act as your investment partnerโhelping reduce blind spots, optimize tax strategies, and align planning with life goals and family wealth objectives.
We analyze cash flow, depreciation, and equity positioning across your real estate holdings to optimize both liquidity and long-term value. We also help manage 1031 exchanges, cost segregation studies, and estate planning implications tied to your property portfolio.
Direct investments in startups, private equity, or real estate syndications require careful legal and financial setup. We help evaluate entity selection, manage capital calls, and coordinate with your legal team to ensure tax-efficient, liability-conscious structuring.