vZ8qJHz$ FiARkXq
for Tech Innovators
Built for the people creating what comes next.
You work hard to build what is next. You should keep the value you create.
We handle the complexity of your growing personal wealth, so you can focus on building.
Tax Optimization
From holding companies to QSBS stacking, we got you covered
Estate Planning
Curated trust structures and succession planning
Comprehensive Advising
End-to-end management for all your wealth, not just your latest venture
Our Motivation
Building a startup is a long and hard journey.
Trust us, we know. Our first startup took four years which in the end mostly made us just grayer and wiser. But if we had exited, we would not have paid one cent in taxes. Folks like Peter Thiel practice our playbook and now you can too.
We are building financial services for the tech innovator. Most innovators focus so hard on building their company that they forget to care for the person moving heaven and earth to build it. We care for that person.
Do you need to pay 30 to 40 percent off the top when you exit your company? Nope. As your startup grows, should you be able to use your company equity to back a mortgage on your forever home? Makes sense to us.
Calculate Your Tax Savings
See how much you could save in taxes at exit with proper wealth management strategies