Case studies
A founder held 82% of their net worth in a single publicly traded stock. We structured a multi-year, tax-aware liquidation plan, reducing concentration risk without triggering a penalty event.
A family with 14 separate accounts across 6 custodians consolidated into a single portfolio at one custodian, saving $190K annually in fees and simplifying estate planning across three generations.
A retiring executive needed to transition from growth to income without a large tax bill. We restructured the portfolio over 18 months, harvesting losses against gains and targeting a 5.2% net real return.
Your engagement
Every portfolio starts with a conversation. Tell us where you are, and we will show you a path forward.