Founders Approaching an Exit
A business exit is one of the most consequential coordination events in a family's financial life. Multiple domains must move together — before, during, and after close.
Tax Coordination
Aligning sale structure, charitable vehicles, and tax timing before and after close.
Estate Reconfiguration
Updating entity structures, titling, and trusts to reflect new liquidity.
Investment Transition
Moving from concentrated equity to a diversified, policy-driven portfolio.
Philanthropy
Establishing giving vehicles and family foundation strategy at the right moment.
Family Dynamics
Preparing the next generation and managing expectations around new wealth.
Advisor Coordination
Making your existing M&A counsel, CPA, and wealth manager work in concert.
A thoughtful first step
Let’s start with a conversation.
Tell us what brings you here, or choose Gabe or Gary directly if you already know who you want to meet.