Private Wealth Advisory

Prepare for your wealth journey.

We serve founders, families, and private businesses with integrated tax strategy, transaction structuring, and family office solutions built for enduring outcomes across generations.

Schedule a Consultation Explore Services
Your Vision. Our Experience.

Strategic advice with execution depth.

Our dedicated teams cultivate client relationships built for long-term outcomes — bringing deep legal, financial, and operational knowledge from first-generation entrepreneurs to multi-generational family offices.

Multi-Generational Relationships

We plan beyond a single transaction, considering your family's specific goals, risks, and opportunities across generations.

Legal-Tax Integration

Structuring that combines legal, tax, and finance perspectives — where regulatory and operational decisions intersect.

Deep Industry Experience

Specialized advice for ultra-wealthy families, entrepreneurs, and closely held businesses across sectors.

Institutional Execution

The rigor of an institutional advisor with the hands-on responsiveness of a dedicated partner.

Advisory meeting
What We Do

Advisory built for complex wealth.

Our work combines legal-tax structuring, finance leadership, and transaction execution to create measurable outcomes for family offices, entrepreneurs, and private enterprises.

Family office strategy

Family Office Strategy

Integrated planning across wealth transfer, entity design, governance, liquidity, and long-term family objectives — frameworks built to endure through generational transitions.

  • Wealth transfer and entity design across family structures
  • Governance frameworks for single and multi-family offices
  • Liquidity planning and long-term capital allocation strategy
  • Family office implementation, redesign, and operational oversight
Tax structuring

Tax Structuring & Advisory

Proactive strategies for trusts, real estate holdings, exits, mergers, reorganizations, and tax-efficient capital deployment — addressing complex regulations before they become liabilities.

  • Trust and estate income tax planning and compliance
  • Real estate and alternative asset tax structuring
  • Exit, reorganization, and merger tax strategy
  • IRS examination readiness and controversy resolution
Boardroom

M&A and Exit Planning

Buy-side and sell-side guidance, diligence, valuation, financing strategy, and post-transaction optimization. We help owners execute liquidity events with precision.

  • Pre-transaction tax and financial structuring
  • Buy-side and sell-side due diligence advisory
  • Valuation, purchase price allocation, and post-close planning
  • Business succession and ownership transition planning
Capital markets

Capital Markets & Financing

Debt, equity, sale-leaseback, tax credit, and growth financing solutions designed to unlock value and preserve flexibility across real estate, renewable energy, and private enterprise.

  • Construction debt and tax equity bridge financing
  • Tax credit and renewable energy capital strategies
  • Sale-leaseback and structured finance solutions
  • Growth capital and private credit advisory
Wealth preservation

Wealth Preservation

Asset protection, estate strategy, philanthropic structures, and long-range planning for ultra-high-net-worth families and founders. Structures designed to protect wealth for generations.

  • Estate, gift, and generation-skipping transfer tax planning
  • Asset protection and liability shielding structures
  • Philanthropic vehicles and charitable planning
  • Legacy assessments and long-range wealth modeling
CFO support

Operational CFO Support

Budgeting, forecasting, cash flow planning, FP&A, profitability improvement, and risk management for closely held businesses. Institutional-grade finance leadership on demand.

  • Budgeting, forecasting, and multi-year financial modeling
  • Cash flow management and working capital optimization
  • Profitability analysis and operational performance improvement
  • Fractional CFO and COO advisory for closely held businesses
Selected Impact

Results that speak for themselves.

A representative sample of client outcomes across tax strategy, capital markets, and transaction advisory.

$75M+

In tax savings structured for a family office estate

$340M+

In construction debt and tax equity bridge financing arranged

$100M+

In additional tax credits on a $700M renewable project

$50M

Corporate buyout strategy developed for a packaging company

$300M

Commercial real estate acquisition and development plan

$7.5M

In tax savings achieved through a C-LLC exit plan

Who We Serve

Tailored for high-stakes decisions.

We bring together legal, financial, and operational expertise for clients where the stakes are highest — from estate design and business restructurings to large-scale financings and exit planning.

  • Ultra-high-net-worth families
  • Single and multi-family offices
  • Founders and entrepreneurs
  • Closely held private businesses
  • Real estate and alternative asset investors
  • Owners preparing for liquidity events
Why Clients Engage
  • Tax-aware transaction structuring across all asset classes
  • Family office implementation and long-term governance design
  • Estate and trust efficiency planning for complex holdings
  • Capital raising, debt structuring, and liquidity strategy
  • Cross-sector M&A diligence and post-close integration
  • Hands-on CFO and COO operating support for private businesses
Corporate event
Trusted advisors for the decisions that matter most.
Our Experience

Built by operators, advisors, and dealmakers.

Our founders bring together a rare combination of legal-tax mastery, entrepreneurial vision, and institutional deal experience — united by a shared commitment to delivering measurable outcomes for founders, families, and private enterprises.

Our Founders
Combined Experience
Finance, Tax & Legal
  • Over 16 years across corporate finance, operations, tax advisory, capital markets, FP&A, M&A, exit planning, and wealth management.
  • Juris Doctor in Tax and Corporate Law from Seton Hall Law School, earned on full academic scholarship.
  • Served as CFO and COO for multiple closely held businesses spanning manufacturing, real estate, hospitality, financial services, and healthcare.
  • Led complex restructurings, estate strategies, IRS dispute resolution, growth financing, and family office implementation for ultra-high-net-worth families.
Entrepreneurship, Media & Ventures
  • Visionary entrepreneur, creator, and investor focused on internationally scalable software and technology businesses.
  • We have worked with Fortune 100 and Fortune 500 companies over the past 20 years across sports, media, entertainment, and technology.
  • Led companies through acquisitions and built multimillion-dollar enterprises across multiple sectors and geographies.
  • Founded and scaled venture investment platforms deploying capital across sports, media, financial services, technology, and community redevelopment.
  • Extensive experience advising professional athletes and entertainers on wealth strategy, business ventures, brand partnerships, and long-term financial planning.
Private Consultation

Ready to move forward? Let's connect.

We'd welcome the opportunity to hear about your needs — whether you are planning a business exit, restructuring family holdings, evaluating an acquisition, or building a more tax-efficient wealth framework.

  • Tax-efficient exit and liquidity event planning
  • Family office design and restructuring
  • Complex estate and trust strategy
  • Capital markets and financing advisory
  • Operational CFO support for closely held businesses

Let's design a smarter strategy.

All inquiries are handled with strict confidentiality.