Connect your assets, income, taxes, and family goals in one coordinated plan—before a liquidity event, a major investment, or a generational transition.
Business owners · Executives · Families · International clients
We’ll define the analysis and support needed to move it forward.
We tailor the scope to your facts, goals, and timing. The work may span several of these areas.
Review prior tax returns to identify risks and planning opportunities. Develop an estimated fair-value balance sheet, map ownership and liabilities, and forecast pre- and post-tax cash flows. Make liquidity needs, concentrated positions, and planning trade-offs visible.
What the work can includeA prior tax-return review, a consolidated planning balance sheet, and cash-flow scenarios.
Compare the tax and economic consequences of realizing gains, diversifying assets, timing income, and making charitable gifts. Evaluate strategies against your liquidity needs and investment objectives.
What the work can includeA prioritized strategy map with assumptions, timing, and implementation steps.
Explore Opportunity Zone planning ↗Model a potential sale before key terms become fixed. Evaluate entity and transaction structure, stock versus asset treatment, installment arrangements, and coordination with personal wealth and estate plans.
What the work can includeAn after-tax proceeds comparison and a pre-transaction action list.
Review assets, ownership structures, foreign entities, and potential reporting obligations before U.S. tax residency begins. Coordinate with local-country tax advisors and immigration counsel.
What the work can includeA residency-transition planning brief and cross-border coordination plan.
Evaluate lifetime gifts, ownership transfers, liquidity needs, and the tax implications of trusts and succession structures with estate counsel and valuation specialists.
What the work can includeA transfer-planning comparison with valuation and legal workstreams identified.
Evaluate the role of life and health insurance in protection, liquidity, and succession planning. Coordinate tax analysis with appropriately licensed insurance professionals.
What the work can includeA needs and tax considerations brief for your insurance advisor.
Deliverables are agreed in advance and shaped around the decision you need to make.
No. It is a planning tool based on available financial information and documented estimates. Independent appraisals or formal valuations are separately scoped when required.
Yes. We can focus on planning, modeling, and technical analysis while your existing professionals retain their compliance, legal, and investment roles.
Before binding transaction terms or a change in tax residency, whenever possible. Timing can determine which alternatives remain available.
Tell us what you’re considering, what’s at stake, and when you need to act.