From professionals whose finances have just gotten complex, to families who've already built a great deal, what our clients share isn't a number. It's a life that's outgrown one-size advice.
RSUs, options, ESPP, founder stock. Big numbers and bigger tax traps. A plan to diversify and de-risk without a surprise bill.
Much of your wealth is tied up in the company. Salary vs. dividends, holdcos, corporate surplus, and the eventual exit. Handled.
Doctors, lawyers, consultants: a corporation, a strong income, and not enough hours. We run the financial side so you don't have to.
You've built it. Now it needs careful stewardship: income, tax, estate, and the next generation, all handled with the attention it deserves.
A business sale, an inheritance, a big vest. A rare chance to turn a windfall into lasting wealth. Let's make it count.
US/Canada ties, multiple entities, property in more than one place: the situations that need a steady hand across every moving part.
Tell us what's on your mind. We'll tell you honestly whether we can help, and if we can't, who can.