Private Client
Architecture for founders and families: estate transfers, intercompany governance, multi-year tax.
Business succession & estate architecture
Tax-efficient transfers, ESOPs, trusts
Architect tax-efficient transfers of privately-held equity via grantor trusts, GRATs, IDGTs, and ESOPs.
Open portal
Intercompany & family office governance
Cash movements, intercompany loans, governance
Standardize intercompany loans, cash sweeps, and governance across related LLCs with differing ownership.
Open portal
High-net-worth income tax strategy
Multi-year planning, capital gains timing
Multi-year individual planning: capital gains harvesting, deduction timing, AMT modeling, cross-jurisdictional estimates.
Open portal