Our Services

Simplifying the complex is our expertise.
Inspiring confidence is our deliverable.

  • Investment Management

    Portfolio construction & stewardship

    Objective, disciplined, and tax-aware. Thoughtfully diversified portfolios with intentional asset location, careful tax-loss harvesting, and access to a broad universe of managers and alternative investments for qualified investors.

  • Wealth Advisory

    Integrated financial planning

    Financial planning, tax strategy, estate planning, equity compensation analysis, charitable giving, and pre-liquidity planning. Coordinated under one integrated strategy built entirely around your goals.

  • Tax Strategy

    Proactive tax efficiency

    Proactive identification of tax-efficient opportunities across your portfolio, compensation structure, and estate. Coordinated with your CPA.

  • Legacy and Estate Planning

    Multigenerational wealth transfer

    Trust structuring, multigenerational planning, insurance strategies, business succession, and charitable giving planning. Preserving wealth with intention and transferring it with confidence.

  • Portfolio Administration and Reporting

    Institutional transparency

    Institutional-quality reporting on your complete financial picture, with the technology and security infrastructure to match. Client holdings are custodied independently, never commingled, and reported with full transparency.

  • Concentrated Equity, Carried Interest and Pre-Liquidity

    Equity comp & liquidity events

    PSUs, RSUs, ISOs, NSOs, QSBS, 10b5-1 plans, carry, and pre-liquidity events. Specialized analysis and precise timing to maximize after-tax outcomes.

Financial advisors do not render tax advice. Consult with a tax professional for advice specific to your situation.

Our Clients

  • Hedge fund, private equity, and venture capital professionals
  • Executives at public and private companies
  • Investors and industry professionals in AI, life sciences, tech and real estate
  • Founders navigating liquidity events
  • Law partners and physicians
  • Multigenerational families

What sets us apart is how we show up.

"We care deeply and plan purposefully." Scott DeSantis, Founder and Chief Executive Officer
"A great financial plan balances optimization with simplicity. First knowing what's possible, then choosing what's right for your family is what inspires confidence." Grant Parisi, President

Our Approach

We begin with a comprehensive review of your complete financial picture. We identify inefficiencies and opportunities across tax, portfolio structure, and estate planning before making recommendations tailored to your goals.

What We Deliver

We translate complexity into clarity. Our objective is simple: to help clients make informed decisions and feel confident about their financial future.

Built for Generations

We are uniquely positioned to partner with your family for generations. Our clients trust us to provide continuity, guidance, and support for their children, grandchildren, and future legacy.

Shared Perspective

As business owners, investors, and strategic planners ourselves, we understand what it means to build something, grow it, and protect it. That shared perspective shapes how we serve every client.