Our Clients


We advise Serial, Established and Emerging Entrepreneurs across their complex personal and business balance sheets. 

C-Suite Executives

We have years of experience helping to solve the uniquely complex wealth and compensation challenges faced by C-Suite Executives, insiders and other restricted stock and stock option participants.  Our deep understanding and experience in the areas of concentrated stock risk management, monetization and tax optimization techniques, and the subsequent regulatory filings administration has enabled us to build an expertise in this segment of wealth creation.

Entrepreneurial Professionals

We also work closely with entrepreneurial professionals for sophisticated financial advice across their balance sheets - including wealth that is created in the form of Fund Carried Interest or through Company Stock/Option grants or their Private Practices.  We take a comprehensive approach to creating a financial plan - including appropriate structuring, developing an efficient monetization plan and risk management:

  • Private Equity/Venture Capital/Hedge Fund Principals
  • Financial Professionals and Investment Bankers
  • Private Practice Physicians and Attorneys
Cross-Border Clients

We excel at solving challenges for clients whose balance sheets span multiple geographies and have complex multi-jurisdictional planning issues.  Our team is deeply experienced in cross-border wealth/tax planning, global financial advisory needs, and structuring multi-geographical trusts and other investment vehicles to help these clients safeguard their wealth.

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