A Partnership of Purpose
Who We Serve
We specialize in providing sophisticated financial stewardship for a select group of clients with complex financial lives, allowing them to focus on what matters most.
We specialize in providing sophisticated financial stewardship for a select group of clients with complex financial lives.
A Deep Understanding of Your Path
A career in medicine presents a distinct set of financial challenges and opportunities. We have built our practice around a deep understanding of this journey.
Significant Debt Burden
Navigating substantial student loan debt while simultaneously building wealth requires a sophisticated and strategic approach.
Complex Compensation
From partnership tracks to K-1 income and diverse retirement plan structures, your income is anything but simple.
High Personal Liability
Your profession requires a proactive and robust asset protection strategy to shield your personal wealth from professional risk.
Strategic Debt Management
We analyze your complete debt profile, including student loans, practice loans, and mortgages, to build an optimal repayment and refinancing strategy that aligns with your long-term wealth creation goals.
- Student Loan Repayment & Refinancing Strategy
- Practice & Real Estate Debt Structuring
- Strategic Use of Securities-Backed Lending
Accelerated Retirement Planning
We understand that due to extensive education and training, physicians have a shorter window to accumulate wealth during their peak earning years. We go beyond standard retirement accounts to design and manage sophisticated plans, including solo 401(k)s and cash balance plans, to maximize your tax-deferred savings and help you accelerate your path to financial independence.
- Advanced Plan Design
- Maximized Tax-Deferred Contributions
- Early Financial Independence Modeling
Cash Management Solutions
We provide sophisticated treasury solutions for your practice, ensuring your liquidity is strategically optimized to enhance yield and support your long-term growth objectives.
- Enhanced Yield on Cash Reserves
- Liquidity Planning for Taxes & Capex
- Integrated Financial Plan Alignment
A Partnership for Your Entire Career
Our guidance evolves with you at every stage.
Residency & Fellowship
Building a strong financial foundation by managing student debt, establishing a budget, and beginning to invest.
Attending & Partnership
Navigating complex compensation, making partner buy-in decisions, and accelerating wealth accumulation.
Peak Earning Years
Focusing on advanced tax mitigation, maximizing retirement contributions, and sophisticated investment strategies.
Retirement & Legacy
Ensuring a seamless transition from accumulation to distribution, managing estate plans, and executing your philanthropic vision.
A Partnership for Your Career
Residency & Fellowship
Building a strong financial foundation by managing student debt.
Attending & Partnership
Navigating complex compensation and accelerating wealth accumulation.
Peak Earning Years
Focusing on advanced tax mitigation and maximizing retirement contributions.
Retirement & Legacy
Ensuring a seamless transition from accumulation to distribution.
Focus on Your Practice, Not Your Portfolio.
Allow us to bring the same level of care and precision to your financial life that you bring to your patients. Schedule a confidential, complimentary consultation to learn more.
Understanding the Founder's Journey
Building a successful business requires navigating immense complexity. We specialize in the integration of personal and business finances to ensure your personal success keeps pace with your professional ambition.
Integrated Finances
We align your personal wealth strategy with your company’s growth trajectory and financial needs.
Pre-Liquidity Planning
Strategic preparation for a sale or IPO to maximize after-tax proceeds and ensure a seamless transition.
Concentrated Stock
Sophisticated hedging and diversification strategies to mitigate risk from significant single-stock positions.
Solutions for Founders
We provide strategic guidance on cash flow management, tax planning, and preparing for major liquidity events to ensure your personal financial success keeps pace with your professional ambition.
- Integration of Personal & Business Balance Sheets
- Pre-Liquidity Event Tax & Estate Structuring
- Concentrated Stock & Options Analysis
Business Succession
For founders and partners, we provide strategic guidance for the eventual transition of business ownership, ensuring a smooth process that maximizes value and secures your personal financial future.
- Business Valuation & Readiness Assessment
- Internal & External Transition Strategy
- Maximizing After-Tax Sale Proceeds
Build Your Business. We'll Build Your Wealth.
Your focus should be on scaling your company. Our focus is on ensuring your personal financial success keeps pace with your professional ambition. Let’s begin a conversation.
Stewards of Generational Wealth
The stewardship of family wealth is a profound responsibility. We serve as a central point of contact, preserving not only your financial capital but also your family’s values.
Family Governance
Facilitating family meetings and educating the next generation on financial stewardship and shared values.
Advanced Trust & Estate
Working with your legal counsel to create and manage complex trust structures that preserve wealth.
Legacy & Philanthropy
Helping your family define its legacy and execute a meaningful philanthropic mission through foundations.
Family Office Services
We serve as a central point of contact for your family, facilitating communication and providing the sophisticated governance required to manage complex trusts, foundations, and shared assets.
- Consolidated Reporting Across All Assets
- Coordination with Legal & Tax Advisors
- Bill Pay & Cash Flow Management
Next-Generation Education
We believe that financial literacy is a critical component of a lasting legacy. We provide tailored education for younger family members on topics from basic budgeting to complex investment principles.
- Financial Literacy & Stewardship Training
- Education on Family Values & Mission
- Introduction to Philanthropic Strategy
Secure Your Legacy for Generations to Come.
The stewardship of family wealth is a profound responsibility. We invite you to begin a confidential conversation about how we can help preserve and grow your family’s legacy.