Our Services

We have been mitigating taxes for over 30 years. During that span we have added additional new net worth of over $5.3 billion for our clients. Through our success and experience, we’ve built a treasure trove of tools to use based on your needs to get results few others can.

The exit from your business may be the most important exit of your life. Properly preparing for a large windfall is critical in determining how large of a harvest you receive. Our goal will be to minimize your silent partner’s take (the IRS) to the irreducible minimum, so can reap the rewards of your hard work on your terms.

Sound estate planning begins with the end in mind. We position our clients to be protected both legally and on a tax basis by taking a proactive approach. Walking through your desires and planning for unforeseen circumstances is the difference between an average estate plan and a superior one.

Reducing taxes in your legacy plan is the difference between one that creates generational wealth and one that doesn’t. Working in step with your estate plan, we ensure that no matter who the beneficiary is, your assets will be in a position of strength in the face of outside interference.

Assets should be profitable and exposed to less risk. We have a deep understanding of how to efficiently transfer capital to put you in a position of strength no matter how the market moves, so the scales are always weighted in your favor.