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Who We Serve

Built around the moments
that matter most.

We work with a small number of families and individuals navigating moments where the right counsel matters most.

Founders & CEOs

Your company has a CFO.
Your family should too.

Post-exit or pre-IPO, the financial landscape changes overnight. We help founders navigate liquidity events, concentrated stock positions, and the shift from building wealth to preserving it.

  • Pre- and post-exit planning
  • Concentrated stock and 10b5-1 strategies
  • Entity structuring and tax optimization
  • Philanthropic strategy and DAF management
  • Co-investment and direct deal access

The hardest financial moments of your life shouldn't be the ones you navigate alone.

Professional Athletes

Your career is short.
Your wealth doesn't have to be.

The earning window is compressed. The spending pressure is real. We work with professional athletes to build a financial foundation that outlasts any contract.

  • Career cash flow modeling and budgeting
  • Agent and business manager coordination
  • Brand equity and endorsement strategy
  • Post-career transition planning
  • Real estate and alternative investments

We work alongside your agent and business manager, not around them.

Multi-Generational Families

Wealth is personal.
So is how we manage it.

Multi-generational families need more than a portfolio manager. They need a single point of accountability across investments, trusts, taxes, insurance, philanthropy, and the human dynamics that come with shared wealth.

  • Consolidated reporting across all entities
  • Trust and estate administration oversight
  • Next-generation education and governance
  • Family meeting facilitation
  • Multi-custodian investment coordination

Wealth lives in spreadsheets. Legacy lives in how the family decides together.