We have Valuable Experience
This CEO is transitioning to retirement in the next 18 months.
To establish a thoughtful and tax-efficient plan for transitioning their corporate plans into a comprehensive portfolio strategy. This encompassed a thorough review of stock options, deferred compensation, 401(k), and non-qualified payouts.
Given their worries about having a concentrated stock position in their company and concerns about the current economic backdrop, they sought to gradually diversify their investments over time.
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Professional Adviser Team
We assisted them in assessing their existing roster of advisers, which included their attorney, CPA, and insurance provider. We mutually decided to maintain the current mix of advisers until retirement, and during the transition to retirement, evaluate their performance and suitability for the future.
We provide online reporting systems allowing consolidated reporting across all holdings including the tracking of private investments and cash flows, with access to reports available on our private client portal 24/7.
Financial Data Aggregation
We serve as the middleman, we efficiently track and collect tax statements (1099s, K-1s) for all family investments, and then directly deliver them to the family’s accountant. This streamlined process results in significant time and cost savings.
Access to Deal Flow
Our connection to the family office space allowed us to bring unique private investments to the family in areas including direct deals in private credit, venture capital and real estate.
Expertise in Hard Assets
We helped secure the storage of physical gold and silver in Brinks-equivalent vaults in the US, Zurich, and Singapore. This ensures their metals are held securely outside of the banking system.
Lines of Credit
We helped leverage with our connections, we skillfully negotiated favorable lines of credit, providing them with a cost-effective source of capital for their personal ventures.
Collaborating with their team of professionals, we prepared a living trust with the intention of facilitating further gifting once they transition out of the company.
In close coordination with their CPA, we devised a strategy to smoothly rollover qualified retirement plans to IRAs and meticulously planned the exercise of their stock options.
We serve as a resource for their children to help educate and provide resources for learning.