Find yourself
in the work.
Creative Professionals
You built something real. Your finances should reflect that.
Agency partner. Studio head. CMO. Creative director with equity. You've navigated the politics, delivered the work, and built real value, and your financial situation reflects all of it. Most advisors see the salary and miss the partnership equity, variable distributions, and the buyout conversation starting to feel real.
Your stake is worth something significant, but the path to liquid wealth is complicated.
A plan built around a salary doesn't work when income looks like this.
Structure matters enormously, and most advisors aren't equipped for it.
RSUs, options, bonus, deferred comp. Each piece has its own vesting, tax treatment, and timing, and nobody's coordinating them.
Your net worth is concentrated in one illiquid asset. Diversifying without disrupting what you built is the whole problem.
No 401k, no matching. The responsibility has always been yours. Easy to defer.
Tastemakers
You live between worlds. Your advisor should too.
You move between finance and culture, business and art, commerce and creativity. Your income comes from multiple directions. Your assets don't fit neatly into any one category. Most advisors don't know what to do with you.
Variable, deal-driven, and nearly impossible to plan around with a standard model.
Collection, equity, IP, real estate. Each requires different treatment.
Client equity, artist partnerships, your own IP and catalog. The lines between your work and your wealth were never clean.
A windfall year followed by a quiet one. Without planning built for lumpy income, the big years get taxed like they'll repeat forever.
You need a quarterback, not another specialist who sees only one piece.
High Finance Professionals
You understand markets. You need someone who does too.
You don't need asset allocation explained to you. You need two things most advisors can't offer: someone who can handle the operational complexity of your comp structure without hand-holding, and someone who can actually engage on portfolio construction at your level. Deferred comp, capital calls, carry, restricted stock. This is not a three-fund problem, and it shouldn't be managed by someone who'd struggle in your Monday meeting.
No model for how it fits with vesting schedule, tax picture, or liquidity needs.
Funded out of whatever's liquid, with no strategy for total illiquid exposure.
No present-value model. No plan for when it starts to pay out.
You need an advisor who knows pre-clearance without needing it explained every time.
You've sat through pitches you could have given better yourself. You need portfolio thinking you'd respect if a colleague presented it.
Your equity comp, fund interests, and personal portfolio are managed as if they belong to three different people.
Complex Multi-Gen Families
Wealth this complex requires a different kind of partner.
At the ultra-high-net-worth level, the question is no longer how to build wealth. It's how to preserve it, structure it across generations, govern it as a family, and deploy it in ways that reflect your values, while avoiding the compounding mistakes that erode even the largest fortunes.
Trusts, entities, gifting strategies. Each decision creates downstream implications.
Private equity, credit, real assets. Institutional exposure requires institutional-quality management, not a quarterly PDF.
Concentrated, low-basis holdings that every advisor tiptoes around. Managing them takes tax discipline, not avoidance.
How values are transmitted alongside assets. As important as the portfolio.
Attorneys, accountants, and managers who each see one piece. Someone has to own the whole picture, including the portfolio.
DAFs, private foundations, and giving that's integrated intentionally, not reactively.
Gen Z | Millennials | Gen X
Your parents built this wealth. But you are about to be responsible for it.
You're inheriting significant wealth, or you already have. Navigating what doesn't come with instructions: how to steward assets you didn't build, integrate them with a life that's entirely your own, without losing what matters to you.
Built for someone else's goals and timeline, and it may need to change for yours.
Advisors loyal to the prior generation. Expectations not always spoken.
Your own career, your own income, and figuring out how that fits with what you've inherited.
Inherited IRAs on a ten-year timer, trust distributions, embedded gains in positions you didn't choose. Restructuring an inherited portfolio is careful work, and it's ours.
Too often next-gen education comes from people who benefit from the decisions.
The financial advice industry was not built for this moment. The transition to the next generation – the education, the governance, the values alignment, the sheer emotional complexity of inheriting money you did not earn – is treated as an afterthought.
Founders
The exit is coming. Are you ready for what's after?
You've built something real. At some point there will be a transaction. The decisions made in the months before that close will matter more than almost anything that happens after. Most founders arrive at an exit without the right infrastructure in place.
QSBS, installment sales, charitable vehicles. All of it must be in place before the deal is signed.
If you've raised rounds or restructured, your documents may not reflect current ownership.
Everything went back into the business. You need a plan for the proceeds.
Sudden liquidity, concentration in acquirer stock, cash sitting idle while you catch your breath. The proceeds need a portfolio, not just a plan.
Attorneys, bankers, CPAs. We quarterback the coordination so nothing falls through.
Gen Z | Millennials | Gen X
Earning well. Building toward something bigger.
You're making real money. You're saving, investing, maybe buying a first place. You have a sense the decisions you make in the next few years are going to compound in ways that matter. Most advisors won't take you seriously yet. We think that's exactly backwards.
401k, IRA, taxable, RSUs, debt. No obvious order of operations. Let's build one.
Money is going somewhere, but it's not coordinated around a goal or timeline.
An old 401k, a brokerage app, some crypto, cash earning nothing. Consolidating it into one managed strategy is the unlock.
Buy now? Keep renting and invest the difference? These decisions interact with everything else.
Roth conversions, account sequencing. Simple things that compound significantly over time.
Retirement & Legacy
The work doesn't stop at retirement. It changes shape.
You spent decades building this. Now the questions change: how it gets spent, how it gets taxed on the way out, and how it transfers without burdening the people you built it for. Good decisions here compound just like they did on the way up.
Accumulation-mode allocation heading into withdrawal years. Sequence risk is real, and most portfolios aren't positioned for it.
Withdrawal strategy, RMD planning, and longevity modeling built around your life, not a generic model.
Roth conversions, bracket management, Social Security timing. Distribution is a tax problem as much as an income problem.
Beneficiaries, trusts, and estate plans written for a life you've since outgrown.
Decades of accumulation scattered across institutions. One call for everything: investments, planning, estate, taxes.
Concentrated Equity Owners
C-suite comp is complex. Your advisor should know that.
Executive compensation aligns your interests with the company's – which means a significant portion of your wealth is tied to an outcome you don't fully control. RSUs, options, deferred comp, SERP, change-in-control provisions. Most advisors handle the liquid part and ignore the rest.
Vesting schedules, exercise windows, 83(b) elections – each has tax and compliance implications.
When and how you take distributions from nonqualified plans has long-term tax consequences.
Executives often end up more exposed than they realize. Getting out requires a 10b5-1 plan.
Severance, accelerated vesting, non-compete implications – transitions need planning before they happen.
Not sure where
you fit? Tell us.
Every situation is different. The first conversation is just that – a conversation. No pitch, no presentation, no pressure.
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