News and Updates
Why Your CPA Might Be Filing History Instead of Building a Strategy
I hear this complaint all the time: my CPA is great every March and invisible the other eleven months of the year. The return comes back, and there’s this nagging […]
What “We’ll Make You Whole” Needs to Mean
A recruiter is offering you a 40% comp bump to jump to a competitor. Sounds great, until you look at what you’re leaving behind: $2.8 million in unvested RSUs and […]
Pressure Testing Dynasty Trusts
We recently received a question about whether irrevocable dynasty trust made sense for a family, with the goal of using it to invest in direct deals, venture funds, and SPVs […]
Evaluating a Bitcoin Arbitrage Fund: Strategy, Costs, and Risks
A listener asked a straightforward question: he was considering an arbitrage fund in the Bitcoin space and wanted to know if I had any real experience with similar strategies. I […]
Should Your Aging Parent Wait to Gift, or Give Now While They Can Enjoy It?
A listener wrote in about her 88 year old mother, sharp as ever, who has about $6 million in a brokerage account loaded with decades of embedded gains, plus a […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.