Estate & Succession Planning for Business Owners
Explore Our Offerings for Corporations and Employees
Executive Financial Counseling >
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Beneficiary Financial Counseling >
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
Executive Financial Counseling for Individuals & Families >
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Financial Wellness Coaching >
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
What’s on Our Minds
July payrolls badly missed expectations with 23,000 jobs lost versus a projected 93,000 gain, but statistical quirks like seasonal education adjustments and World Cup hiring payback likely overstate the weakness; meanwhile, the household survey showed a falling unemployment rate, no evidence of layoffs, and softening wage growth that is easing some near-term rate-hike expectations.
Trump Accounts: What Every Parent Needs to Know
A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term financial foundation. If you have a minor child, it’s worth taking a few minutes to learn how a Trump Account works and decide whether opening one fits your family’s plan.
Integrating Opportunity Zone Investments and Estate Planning
As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
The Tax Drag Hiding in Your Long-Term Financial Plan
You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
Private Placement Life Insurance
The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Frequently Asked Questions About California’s 2026 Billionaire Tax
California’s proposed 2026 Billionaire Tax Act is a one-time wealth tax that voters will decide in November 2026. If you have a net worth at or above $1 billion and any connection to California, the proposal deserves your attention now.
Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events
A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026
Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and meaningful benchmarking.
Splitting Retirement Accounts in Divorce
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
A Personal Finance Guide for US Expats Living in Canada
Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly different. But the financial picture that comes with a move to Canada is genuinely complex in ways that catch even sophisticated people off guard.
