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
Self-Efficacy
The generative confidence in one's ability to execute specific courses of action. Incorporates 'Waypower' — the strategic ability to navigate obstacles — acting as the navigation engine that transforms Potential Energy into Kinetic Energy.
Element
Financial Security
The capacity to absorb financial shocks and meet lifestyle needs without existential stress. Combines high-liquidity defenses with long-term solvency, providing the 'License to Chill' required for higher-order thinking.
Element
Community Connection
Active participation, belonging within a group, and the deployment of identity and skills into the world. The structural engagement architecture where values and capabilities are applied.
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
I feel confident in my ability to handle most challenges that come my way.
I generally expect good things to happen in my future.
I handle stressful situations well without becoming overwhelmed.
I have plenty of energy to get through each day.
Ready to get started?
Let's build a plan that accounts for the whole picture.