These are some of the ways we have helped entrepreneurs, executives and professionals achieve their goals

Need: Entrepreneur and business owner immigration and asset transfer

We are helping a foreign entrepreneur in evaluating his immigration possibilities to the US and supporting him in the process of making an investment in an EB-5 green card real estate project.

Need: Tax efficient retirement planning and asset protection for a finance professional

We supported a highly successful professional in setting up a private placement life insurance policy that we manage. 

Need: Low-basis position disposition and charitable giving

We assisted a client with a very low-basis position in setting up a charitable vehicle (a Donor Advised Fund), through which she can both dispose of her position without incurring capital gains and optimize her income taxes.  

Need: Energy entrepreneur exiting a restricted stock and exercising stock options

We helped a successful entrepreneur that sold his business to a listed company in exercising his stock options and liquidating his restricted stock. We evaluated different alternative to protect the value his restricted position (collars, exchange funds) and implemented a suitable exit strategy.

Please Click Below for Important Disclosures and a Customer Relationship Summary:
-  Form CRS (Customer Relationship Summary)
-  Form ADV (Brochure)

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