Who We Serve
Tailored Advice for Distinct Life Stages
We specialize in solving complex financial challenges for families, business owners, and corporate executives across the Pacific Northwest and nationwide.
High Net Worth Families
Multi-generational wealth management requires balancing family dynamics, legacy desires, and estate complexities:
- Preserving wealth and ensuring lifestyle protection across generations
- Navigating and unraveling complex legal and trust structures created in prior planning
- Coordinating philanthropic ventures, donor-advised funds, and family foundation giving
- Financial literacy and values education for heirs and future generations
- Unifying oversight across private equity, real estate, and market portfolios
Business Owners & Entrepreneurs
Entrepreneurs face distinct pressures where business enterprise value and personal net worth are deeply interconnected:
- Designing retirement plans (401k, Cash Balance, SEP) that maximize owner tax deductions
- Comprehensive business exit and succession planning
- Managing liquidity events, post-sale cash flow, and tax mitigation strategies
- Coordinating key-man insurance and buy-sell agreement funding
- Protecting business assets from personal liabilities and vice versa
Corporate Executives & Pre-Retirees
Navigating complex equity compensation and preparing for the transition from wealth accumulation to distribution:
- Optimizing Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options
- Managing single-stock concentration risk through disciplined diversification plans
- Deferred compensation plan distribution election strategies
- Establishing retirement withdrawal guardrails to navigate market downturns
- Healthcare, Medicare, and Social Security timing optimization