Business Exit

Structuring a $40M liquidity event

Pre-sale tax planning and portfolio design for a founder ahead of acquisition.

Retirement

Rebuilding a plan after early retirement

Income modeling and withdrawal strategy for a 20+ year retirement horizon.

Legacy

A trust structure for four generations

Coordinated estate strategy spanning grandparents to grandchildren.

Retirement & Legacy

Transitioning a family business to the next generation

Succession and gifting strategy balancing fairness and control.

Business Exit

Diversifying concentrated stock post-IPO

A multi-year plan to responsibly reduce single-stock risk.

Legacy

Establishing a family philanthropic foundation

Governance and giving strategy across three generations of stakeholders.