Sophistication Simplified
Guiding your wealth across generations.
Highly specialized, advanced planning strategies.
Advisory for valuation and what comes next.
Summarize and create visual framework for existing estate plan. Ownership, trustee, executor, and beneficiary reviews. Estate and gift tax modelling.
Establish a custom banking relationship through multiple custodians with access to trustee services and tax document coordination. Secured cloud based storage through OCM vault.
Deep dive assessment with a CERTIFIED FINANCIAL PLANNER™ integrating Tax, Legal & Estate Planning, and Family Governance plans. On-demand stress testing and analysis to enhance ongoing decision making.
Understand and develop your family vision, mission statement and shared values. Coordinate sessions and facilitate multigenerational family meetings.
Concierge medicine to help facilitate family medical needs. Personalized fitness and wellness referrals.
Access to exclusive private investments with integrated reporting. Including Private Credit, Real Estate, Hedge Funds, Private Equity, Opportunity Zone, and Cryptocurrency.
Complex and varied, executive compensation packages require a unique and advanced wealth planning approach.
Understand the details of equity rights versus units. Navigate holding requirements and tax consequences across your retirement timeline.
Minimize tax impact while accumulating wealth, particularly for executives who are maximizing 401(k) contributions. Balance the benefits of tax-deferral against potential corporate risks and personal needs.
