SITUATIONS

Strategy begins with the problem.

Our work is organized around consequential financial situations—not around a catalog of products.

SELECTED SITUATIONS

Different events. One coordinated view.

When the tax bill becomes a strategic use-of-capital problem.

When appreciated value becomes taxable and newly investable capital.

When one company, position or compensation stream dominates the balance sheet.

When tax-deferred accumulation becomes a future distribution problem.

When preservation, transfer and control become the primary objective.