Who we serve
Who We Serve — Entrepreneurs, Creators, Athletes & Executives: Different paths.
Same problem.
High-net-worth clients arrive from very different directions, and the planning has to reflect that. We work across the full range of profiles — including the ones without a founding story or a public brand.
01 — Entrepreneurs
The business and the household are the same balance sheet
Owners rarely have a clean line between company equity and personal net worth. Most of the value sits in an illiquid asset that can't be split, sold quickly, or handed to heirs without consequence. Planning has to solve for the exit that may or may not come.
What we're solving for
- Wealth concentrated in a single illiquid asset
- Buy-sell agreements that are unfunded or outdated
- Succession between active and inactive family members
- Exit-year tax exposure and post-liquidity reinvestment
02 — Creators
Lumpy income, and a brand that is itself the asset
Earnings arrive in bursts and rarely repeat on schedule. The enterprise value lives in audience, catalog, and licensing — assets that are real but awkward to value, insure, or transfer. Good years need to fund the flat ones without triggering avoidable tax.
What we're solving for
- Irregular, front-loaded, or platform-dependent income
- Brand, catalog, and IP treated as a transferable asset
- Entity structure and self-employment tax drag
- Building protected capital outside the platform economy
03 — Athletes
A short earning window funding a long life
A career's worth of income compresses into a handful of years, usually at the top marginal rate, usually before the client has financial infrastructure. The planning question isn't returns — it's converting a brief peak into durable, protected, tax-aware lifetime income.
What we're solving for
- Compressed high-earning window and sudden wealth
- Multi-state and jurisdictional tax complexity
- Post-career income floor and disability exposure
- Family, entourage, and lending pressure on liquidity
04 — Executives & Established Wealth
Wealth that was earned, awarded, or inherited
Not every high-net-worth client founded a company or built a following. Senior executives, professionals, and families with inherited or career-built wealth face the same transfer and tax questions — often with more complexity, because the assets are concentrated in equity comp and deferred plans they don't fully control.
What we're solving for
- Concentrated equity compensation — RSUs, options, ESPP
- Deferred comp and non-qualified plan distributions
- Liquidity events and vesting-cliff tax planning
- Inherited wealth, trust coordination, and next-generation transfer
Referring a client, or evaluating us for one?
We work regularly alongside attorneys, CPAs, sports agents, and business managers. Introductions are handled quietly and on your terms.