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: 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: 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: 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.