We tailor your solutions to help you manage life’s rewards.

Equity Compensation Planning

Our team has specialized in stock option planning since 1994, when equity compensation became more widely available to employees. Whether you have RSUs, ISOs or NSOs, we know the nuances of stock option planning and how to create a personalized equity compensation strategy that prioritizes your financial goals tax-efficiently.

Wills & Trusts

We partner with estate planning attorneys to help ensure that the following important objectives are clearly and thoughtfully addressed in your will and trust:

1. Your estate plan is organized and well-documented so your loved ones do not have to pick up the pieces from an outdated or nonexistent paper trail;
2. Your assets are distributed in the way you intend; and
3. Your younger children are taken care of in the unlikely event of your passing.

Tax Planning

We’re bold in our belief that bringing tax efficiency to a transaction can be more impactful than any investment decision. We also believe that tax implications should not be considered in a vacuum. That’s why we consider them as one important element – not the sole factor – in your financial decision-making process.

Investment Planning

Wherever you are in your financial life – whether you’re looking to invest cash for the first time or overhaul your portfolio – we apply our expertise to develop a thoughtful investment portfolio and plan that we monitor as your life situation evolves.

Real Estate Planning

There’s the excitement of buying your first home or vacation property, and then there’s the reality of managing the deal. From purchasing your property to refinancing your current mortgage, we oversee communications with your real estate agent and mortgage lender to save you time and identify potential blind spots.

Banking & Lending

We bridge your everyday banking and investments needs by advising you on banking and lending services to meet your specific financial goals.

Retirement Planning

We work with you to implement an individually tailored savings plan to help achieve your retirement goals and peace of mind.

Insurance

Figuring out how to protect who and what matters most to you can be a difficult discussion, but it can be even more unsettling if something were to happen. We help you navigate the insurance world to ensure you have adequate coverage.

Personal Business Management

To maintain personal privacy and safeguard specific assets—such as real estate like your primary residence—we can oversee the formation and ongoing management of an LLC.