Services
Liquidity & Credit
Life is full of both the expected and the unexpected. Life is also full of gains and losses. No matter what the story is, we’re here to help. These life and liquidity events can have a profound financial impact unless you have a well-thought-out plan in place. Whether it’s a divorce, a sudden inheritance, or the liquidation of shares, we work with you to create a detailed strategy that serves your financial needs.
Pre-Event Financial Planning
We prepare clients for liquidity events—such as business sales, inheritance, IPOs, or legal settlements—by implementing proactive tax, investment, and planning strategies.
Tax Optimization
We utilize tax deferral and strategic asset placement techniques to minimize capital gains, income, and estate taxes.
Post-Liquidity Investment Management
We develop customized investment strategies to manage concentrated wealth, diversify portfolios, and align with long-term financial goals.
Wealth Transfer Planning
We revise estate plans to reflect new wealth levels and incorporate strategies such as GRATs, SLATs, or dynasty trusts to reduce estate tax exposure.
Divorce Planning
We guide clients through divorce proceedings and help them prepare financially for life after divorce.
Loss of a Loved One
We support clients in navigating estate and financial matters following the passing of a loved one.