You run the rooms everyone wants to be in.
Who is running your money?
Partnership equity, variable distributions, comp that's more than a salary, a buyout somewhere on the horizon. The standard financial playbook wasn't written for people like you.
- Agency founders & partners (advertising, PR, branding, digital)
- Design studio owners (graphic, product, interior, architecture)
- Production company owners (film, video, photo, audio)
- Restaurant & hospitality group owners
- Hotel & venue operators
- Fashion label founders
- Gallery owners
- Architecture firm principals
- Creative directors & CMOs with equity
- Brand & marketing executives
- Media company founders
- Talent agency partners
- Music label & publishing company owners
- Event & experiential company owners
- Studio heads & executive producers
You've done well, but your money is managed like an afterthought.
Your income doesn't look like a paycheck. Distributions move with the business. Comp arrives in pieces: salary, bonus, equity that vests on its own schedule, maybe deferred comp on top. Each piece has its own tax treatment and timing, and nobody's coordinating them.
You're not bad with money. You've just never had an advisor who understood how your wealth is actually structured. Most advisors see the salary and stop there. They miss the partnership stake, the distributions, and the buyout conversation that's starting to feel real.
The irony is: your financial life is more complex than most people's, not less.
The conversations that
brought people to us
My stake in the firm is worth real money on paper. I have no idea how to think about it or plan around it.
Distributions were great last year and half that this year. Every plan I've seen assumes a salary.
There's a buyout conversation coming. I want to walk in already knowing what the structure means for me.
Between salary, bonus, and equity, I make more than I ever imagined. And I'm terrified of getting it wrong.
If any of this sounds familiar, you're probably in the right place.
The financial problems most
advisors don't know how to touch
Equity you can't easily value.
Your stake is worth something significant, but it doesn't show up in a brokerage statement. We help you understand what you own, what it's worth, and how to plan around it.
Income that moves with the business.
A real cash flow framework built around distributions and variable comp, not a template designed for a salaried employee.
Tax planning year-round.
When income arrives as K-1s, bonuses, and vesting equity, tax planning can't wait until April. Quarterly projections, strategic estimated payments, no year-end scramble.
And the wealth still has to grow.
Handling complexity is table stakes. We manage the money itself: a disciplined, tax-aware portfolio built to compound alongside the business, so the wealth you pull out works as hard as the business it came from.
The work we do together
Cash flow architecture
A real framework for irregular income. What to reserve for taxes, what to keep liquid, what to invest, built around distributions and bonuses rather than a biweekly paycheck.
Year-round tax planning
Quarterly projections, strategic estimated payments, no year-end scramble. We work alongside your CPA, not instead of them.
Liquidity event & succession strategy
A buyout, a stake sale, a succession plan. It's often once-in-a-generation, and the decisions before it closes matter more than anything after.
Equity & comp coordination
Partnership stakes, RSUs, options, deferred comp. Each piece has its own vesting, tax treatment, and timing. We make them work as one plan.
Entity & structure review
An LLC, an S-corp, a holding company, a lease that's an asset in its own right, debt that needs managing. Usually set up at different times by different lawyers for different reasons. We review the full structure with your CPA and coordinate the plan across all of it.
Investment strategy
Portfolio construction across taxable, retirement, and entity-owned accounts, built to balance the concentration you already carry in the business.
Built for how you actually earn.
We don't build a plan and check in once a year. We stay close: available when the deal changes, when a distribution lands, when the buyout conversation gets real, when you're not sure whether to take that opportunity or let it pass.
We're independent fiduciaries, paid by our clients and no one else. And we run our practice the way you run yours: senior people close to the work, accountable for the outcome.
- 01
Built for ownership
Partnership equity, variable distributions, a buyout on the horizon. This is the exact situation we built our practice around.
- 02
We understand concentration
Most of your net worth is one illiquid asset: the business you built. Diversifying without disrupting it is the actual job.
- 03
Actually available
When a deal changes or a distribution lands, you can reach us. Not a junior associate. Us.
- 04
Continuity
Your relationship stays with the same people who built your plan. No handoffs, no rotation to a service team.
More art than
assembly line
The standard model of wealth management has become corporatized, commoditized, transactional. Even boutique firms often deliver scaled-down solutions designed to maximize institutional goals, not yours.
We understand the economics of creative businesses because we're embedded in the communities that run them. We know a hospitality operator's biggest financial decision might be a lease negotiation, not an asset allocation. We know a founder's net worth is not just what's in the brokerage account.
DTWN was named after a creative district, not a street address. We built our practice around people who build creative businesses, and the belief that managing wealth well is a craft.
You don't need to
have it all figured out.
Tell us where you are, what you're earning, what's keeping you up at night, and what you'd hand off if you could. We'll take it from there.
Get In Touch → ✻ Invest Beautifully ✻