A first, private sitting. Within your 14-day introduction we put your real after-tax position on a single page, name the leaks your accountant left unsolved, and quietly place the first moves out of a one-stock fortune.
You earn $300K–$500K/year but you're not building wealth like you should. We show you the leaks and how to close them by Q4.
Discreet by design. Nothing sold, nothing rushed.
Modelled from members earning $300–500K. Your own figures replace these the moment you take the quiz — nothing sold, nothing pitched.
Three concerns that quietly cap the net worth of high earners — the ones a good office raises before you do. Read them, and mark which are sitting on your balance sheet tonight.
You make more than your parents combined but you have less net worth to show for it. Your accountant says taxes are a 'problem' but doesn't solve it. You're trapped in high-income-low-wealth.
You've got stock options, RSUs, bonus structures—all complicated. You don't know if you're optimizing or just hoping. Your wealth strategy is 'hope the company does well and the stock goes up.'
You see other executives with real wealth (real estate, investments, diversification). You're stuck in FAANG equity. One career move and your net worth could tank.
No five-year restructuring yet — a discreet first review that gets the numbers honest and the first capital moving, entirely on your terms.
Most executives don't know their real net income after taxes. We model your total comp, the tax bill, and what's actually left. Then we find the leaks: taxes you could optimize, insurance you're overpaying for, investments you're neglecting.
Don't sell it. Just stop putting all your wealth eggs in your company basket. Real estate, public market index funds, private investments. A portfolio, not a lottery ticket.
Where do you want to be in 5 years? Net worth target? Then we reverse-engineer: invest X/month to hit that target. It's not aspirational. It's mechanistic.
Short, exact, unhurried. Before any large rotation, the picture is made honest — and the first moves are placed on the calendar.
Your true position sits on a single page at last — total compensation modelled, the tax drag named, every quiet leak listed.
The first moves are placed: a target allocation set, and the single-basket risk finally written down in plain dollars.
Projected standing through the introduction — drawn from members of comparable means, kept to plan.
Not transformations — references. Tech leaders who stopped hoping and began running the balance sheet quietly, by arrangement.
I had two decades of compensation and a single ticker to show for it. The office made the concentration a number, then a schedule to undo it. No theatre — just a quiet plan I actually kept.
“My accountant called taxes a “problem.” The office modelled the actual sale windows and walked them through my CPA. The first time my equity wasn’t simply hope.”
“It reads like a private statement and runs like one. Set the mark, place the number every month. Mechanistic, never aspirational — which is why it held.”
Answered the way a good office answers a member before they have to ask. Straight answers, in confidence, no pitch.
For some people. But if your company gets acquired, IPO's at a low valuation, or faces headwinds, you've got one thing in one basket. Diversification is insurance, not pessimism.
Yes. That's exactly why we need a tax strategy, not just selling randomly. Sell in the right years, the right amounts, at the right time. We work with your CPA.
Depends on your risk tolerance and timeline. We model the scenarios. Most executives benefit from real estate + public market + company equity. Private deals are the spice, not the meal.
Worry about getting it right. A mediocre, consistent wealth plan beats no plan. In 10 years you'll either be glad you started or wishing you had.
A 14-day introduction that turns “I assume I’m fine” into a figure you can act on — quietly. The quiz takes two minutes, asks the questions a discreet advisor would, and returns a brief mapped to your real compensation — no card, no upsell mid-quiz, no product pitch.