Tax planning. Legal coordination. Investment management. Cashflow architecture. Business and personal — all under one roof. We bring your entire professional team together so nothing falls through the cracks.
You have a CPA, an attorney, an insurance advisor, and an investment manager. They're all good at what they do. But nobody is connecting the dots between them — and you're the one stuck coordinating it all.
The result? Tax strategies that don't talk to your estate plan. Investment decisions made without considering your business. And you — spending time managing your financial team instead of running your company or being with your family.
of high-net-worth individuals say their advisors do not coordinate with each other
Source: Cerulli Associates
average equity compensation value left on the table due to poor planning
Source: NASPP Survey
of business owners have no formal transition plan
Source: Exit Planning Institute
of financial decisions are driven by emotion, not analysis
Source: Dalbar QAIB
We serve as your fractional CFO — business and personal. We bring your CPA, attorney, banker, and insurance advisor together under one proactive strategy. And we come to you with ideas, so you don't have to chase anyone down.
Your CPA, attorney, banker, and insurance advisor — finally coordinated
Proactive tax, estate, and cashflow planning — before you have to ask
Quarterly CFO sessions so nothing falls through the cracks
Five areas where we step in, take the lead, and work proactively with your professional team — so you can stop managing the process and start living the outcome.
Complex compensation. Multiple advisors. Nobody connecting the dots.
We step in as your personal CFO — coordinating your CPA, estate attorney, and insurance team into one proactive strategy so you can focus on your career.
Your business needs a CFO. So does your personal life.
We serve as your fractional CFO — business and personal. Entity structure, exit planning, cashflow, and your family's financial future — all connected under one team.
70% of wealth transfers fail. Not because of bad investments.
We coordinate your family's entire professional team — attorneys, CPAs, trustees — and help prepare the next generation. Governance, communication, and planning that spans decades.
Every quarter, we bring your team together, review what's changed, and make proactive adjustments — tax, estate, risk, investments, and cashflow. You never have to wonder if something's being handled.
Dec — Feb
Multi-year tax projection. Estimated payment optimization. Proactive coordination with your CPA before filing season.
Mar — May
Insurance audit. Estate plan review. Beneficiary updates. Trust coordination. Risk assessment across business and personal.
Jun — Aug
Mid-year tax strategy. Investment rebalancing. Compensation analysis. Roth conversion evaluation. Charitable strategy.
Sep — Nov
Comprehensive plan review. Year-end optimization. Gifting strategy. Retirement contributions. Next-year projections.
"I built this firm because I saw too many smart, successful people stuck managing their own financial team. They had good advisors — just nobody connecting them. We changed that. We step in, bring everyone together, and handle the complexity so our clients can get back to what they do best. That's the job. That's why we're here."
Jay Young
Founder & Managing Partner
Whether it's executive compensation, a business exit, or multi-generational wealth — we bring your team together, build the strategy, and manage the details. You focus on what matters most to you.
Start a Conversation"Finally, someone who understands that my business and personal finances aren't separate. The integrated approach saved me six figures in taxes the first year."
Tech Founder
Series B, $50M+ valuation
"Finally, someone who understands that my business and personal finances aren't separate. The integrated approach saved me six figures in taxes the first year."
Tech Founder
Series B, $50M+ valuation
"I was paying generic advisory fees for broad-based index funds I could buy myself. Now I have a team that coordinates my RSUs, ISO timing, 83(b) elections, and every dimension of my financial life — with investment management that actually reflects the sophistication of the strategy."
VP of Engineering
Fortune 500 tech company
"I was paying generic advisory fees for broad-based index funds I could buy myself. Now I have a team that coordinates my RSUs, ISO timing, 83(b) elections, and every dimension of my financial life — with investment management that actually reflects the sophistication of the strategy."
VP of Engineering
Fortune 500 tech company
"Our family had five different advisors with no coordination. Now we have governance, clarity, and the next generation is actually engaged in understanding our family's wealth."
Multi-Generational Family
$25M+ net worth
"Our family had five different advisors with no coordination. Now we have governance, clarity, and the next generation is actually engaged in understanding our family's wealth."
Multi-Generational Family
$25M+ net worth
"The model finally makes sense. I pay for advice, coordination, and strategic oversight. And when it comes to investing, the AUM fees are additive — I'm getting purpose-driven portfolios, not generic index funds at full price."
Healthcare Executive
C-Suite, Regional Hospital System
"The model finally makes sense. I pay for advice, coordination, and strategic oversight. And when it comes to investing, the AUM fees are additive — I'm getting purpose-driven portfolios, not generic index funds at full price."
Healthcare Executive
C-Suite, Regional Hospital System
"They helped us structure my wife's business sale to minimize taxes and integrate the proceeds with our existing portfolio. Seamless coordination."
Business Owner Couple
$15M liquidity event
"They helped us structure my wife's business sale to minimize taxes and integrate the proceeds with our existing portfolio. Seamless coordination."
Business Owner Couple
$15M liquidity event
"The quarterly CFO sessions keep us on track. It's like having a board meeting for our family's financial life."
Private Equity Partner
Managing Director
"The quarterly CFO sessions keep us on track. It's like having a board meeting for our family's financial life."
Private Equity Partner
Managing Director
"After selling my company, I needed a team — not just an investment manager. They handle the cashflow, the tax strategy, the estate plan, and the emotional side of a major transition."
Exited Founder
$30M+ exit
"After selling my company, I needed a team — not just an investment manager. They handle the cashflow, the tax strategy, the estate plan, and the emotional side of a major transition."
Exited Founder
$30M+ exit
"The estate planning coordination alone was worth the consultive fee. Our attorney, CPA, and advisor finally speak the same language."
Real Estate Developer
Multi-state portfolio
"The estate planning coordination alone was worth the consultive fee. Our attorney, CPA, and advisor finally speak the same language."
Real Estate Developer
Multi-state portfolio
"I appreciate that they don't push products. The advice is genuinely in our family's best interest."
Physician Family
Dual-income specialists
"I appreciate that they don't push products. The advice is genuinely in our family's best interest."
Physician Family
Dual-income specialists
"The 83(b) election timing saved us over $200K. That's the kind of proactive planning I was missing."
Startup CTO
Pre-IPO company
"The 83(b) election timing saved us over $200K. That's the kind of proactive planning I was missing."
Startup CTO
Pre-IPO company
"Managing wealth across three generations requires a long-term mindset. They understand family dynamics, values, and purpose — not just numbers."
Family Patriarch
Third-generation wealth
"Managing wealth across three generations requires a long-term mindset. They understand family dynamics, values, and purpose — not just numbers."
Family Patriarch
Third-generation wealth
"Having a CFO-level thinker on our side has changed how we approach every major financial decision."
Dual-Executive Household
Combined $2M+ income
"Having a CFO-level thinker on our side has changed how we approach every major financial decision."
Dual-Executive Household
Combined $2M+ income