Our typical clients are anything but typical. They are exceptional individuals who are driven by ambition and are on a unique path for themselves and their families. Our clients have a big vision for their future and are actively working towards it. While they are already successful, they continually strive for progress and growth.

These leaders in the technology and corporate world have carved a path for themselves that few ever do. They are thoughtful, ambitious, and have elevated their careers beyond what they may have ever thought possible. They are high income earners & often have a component of equity compensation in the form of RSUs, RSAs, Stock options (ISO& NQ), ESPP,etc.

These business owners have built substantial opportunities for themselves from the ground up by bringing value to the marketplace. They are driven, focused and legacy-minded. We help with our clients with multigenerational planning, key employee compensation, tax savings strategies and exit planning.