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Who We Serve

We work with individuals and families who deserve a CFO-level partner—one who serves your interests, not the advisor's compensation structure.

Executives

W-2 professionals at Fortune 500 companies with complex equity compensation

•VP+ level or equivalent
•RSUs, ISOs, NQSOs
•$500K+ total comp

What You're Experiencing

Your CPA files your taxes but doesn't advise on ISO exercise timing or 83(b) elections. Your wealth manager charges 1.2% AUM but never mentions QSBS, backdoor Roths, or mega backdoor Roth conversions.

You're paying for asset management when what you actually need is a dedicated CFO coordinating equity compensation, tax optimization*, and liquidity events.

How We Help

  • →Equity compensation strategy (RSU timing, ISO exercise windows, ESPP optimization)
  • →Tax planning (estimated payments, withholding strategy, charitable giving)
  • →Estate planning coordination (beneficiary reviews, trust funding, gift strategies)
  • →Annual consultive fee of $9,500 – $20,500 based on compensation complexity, plus $2,500 onboarding fee, with business CFO alignment for executives with active business interests
Learn more about executive services→

Founders

Business owners navigating growth, exit planning, and post-liquidity wealth

•Series A+ or $5M+ revenue
•Considering exit (3-10 years)
•Post-exit wealth transition

What You're Experiencing

Your business CPA focuses on entity tax returns but doesn't integrate personal planning. Your wealth manager wants to charge 1% on your business value but has no expertise in QSBS, installment sales, or charitable remainder trusts.

You need a Business CFO who understands that your business IS your wealth, and personal planning must integrate with business strategy—not exist in a separate silo.

How We Help

  • →Business-personal integration (entity structure, owner compensation, exit readiness)
  • →Exit planning (QSBS optimization, buyer structure analysis, post-exit tax strategy*)
  • →Post-liquidity transition (investment policy, estate planning*, family governance)
  • →Planning fee of 0.25% – 0.75% of business revenue & personal investable assets, based on complexity, entity structure, and planning needs
Learn more about founder services→

Families

Multi-generational families needing governance, coordination, and stewardship

•$10M+ net worth
•2+ generations involved
•Multiple advisors to coordinate

What You're Experiencing

You have five different advisors (CPA, attorney, wealth manager, insurance agent, banker) who don't talk to each other. The rising generation is disengaged. Estate plans are outdated. There's no family governance structure.

You need a Family CFO—someone who coordinates all advisors, facilitates family governance, and ensures wealth transfers align with family values.

How We Help

  • →Family governance (family constitution, decision-making frameworks, meeting facilitation)
  • →Advisor coordination (CPA, attorney, wealth manager alignment and accountability)
  • →Next generation preparation (financial education, responsibility frameworks, engagement)
  • →Planning fee of 0.25% – 0.75% of AUM ($2M minimum for private client group; account service fees drop after $5M per account)
Learn more about family office services→

Client Success Stories

"The complexity-based pricing model makes so much more sense than AUM. I'm paying for the sophisticated planning I need, not a percentage of assets I've already built."

Senior Director

Technology company

"They helped us structure our exit to minimize taxes, then immediately pivoted to post-liquidity planning. It's like having a CFO for life, not just business."

SaaS Founder

Successful exit, $40M+

"We finally have a family constitution, clear governance, and our kids understand the responsibility that comes with wealth. This is generational work."

Third-Generation Family

Multi-generational wealth