Your CWO will walk you through a systematic approach to develop your family's goals, understand your current finances, and optimize your next steps.
We believe in a multi-year approach to tax planning. By taking the time to understand your plans we can work to optimize your plans beyond April 15th. Your CWO will assist you in conversatios with your tax preparer.
You will have access to professionally managed portfolios backed by decades of academic research. Your portfolio will be designed for your family's goals, with special attention given to tax efficiency, expense control, and risk management.
Planning for equity compensation, consulting, or business exits require going beyond the basics. Our team of personal CWO's have taken the time to develop planning systems to address these specific needs.