Wealth Profile
Startup Founders & Entrepreneurs
Solutions for clients managing illiquid wealth, business growth, and exit planning.
$15B+
SEC-Registered
Forbes Financial Council
Barron’s Recognized
40+ Years Combined
How We Help
- 1
Separate personal wealth from enterprise risk through entity structuring, asset protection trusts, and liability firewalls that prevent a business downturn from destroying personal Financial Security.
- 2
Optimize Qualified Small Business Stock (QSBS) exclusions — strategically timing equity grants, share purchases, and entity elections to maximize the $10M+ capital gains exclusion at exit.
- 3
Manage the psychological weight of founder exits — navigating Identity Lag, loss of Community Connection, and the sudden shift from structured purpose to Unstructured Time.
Connected to the Human Wealth™ Ontology
This advisory focus area connects directly to the following components of the Human Wealth™ framework.
Element
Financial Security
Your ability to comfortably meet your daily needs and handle unexpected expenses without severe worry. It is the solid financial foundation that gives you the peace of mind to focus on more than just survival.
Element
Community Connection
Your active participation and sense of belonging within a group. It measures whether your roles in the community allow you to apply your skills, contribute to causes you care about, and express who you truly are.
Element
Self-Efficacy
Your confidence in your ability to handle challenges and reach your goals. It is your resourcefulness in finding a way around obstacles and speaking up for your own needs.
Metric
Adaptability Quotient
AQA composite measure of whole-life structural and psychological agility — your capacity to pivot when life changes.
Self-Efficacy, Optimism, Resilience, Vitality
Engine Health
Question 1 of 4
0%
Competence
I feel confident in my ability to handle most challenges that come my way.
Ready to get started?
Let's build a plan that accounts for the whole picture.