Strategies
Wealth strategies, with their trade-offs
A strategy is only useful once you know what it costs: in tax, in liquidity, in fees, and in the options it closes. Each page below lays out the full set of tools for one problem, when each one fits, and the order we decide in.
What you keep
Taxes and concentrated wealth
Equity compensation and concentrated stock
Seven ways to bring a single-stock position down, the order we decide in, and what each tool costs.
Read the strategyTax-efficient investing
Where each dollar sits, which losses to harvest, and how much gain to take in a year.
Read the strategyDirect indexing
An index held one stock at a time: who it fits, and why the benefit fades as the account grows.
Read the strategyProperty exchange and 1031
The 45- and 180-day clocks, DSTs, 721 exchanges, installment sales, and when holding for the step-up wins.
Read the strategyWhat the plan can withstand
Portfolio risk and income
Risk and volatility management
A cash and bond runway, rebalancing rules, spending guardrails, and stress tests in dollars.
Read the strategyAlternative income strategies
Private credit, interval funds, REITs, preferreds and income annuities, judged on their terms, not their rates.
Read the strategyWhat sits outside the public market
Private markets
Private equity and private markets
Evergreen and drawdown funds, capital calls, fee layers, eligibility tiers, and how much belongs in a plan.
Read the strategyPre-IPO and qualified investor opportunities
Buying private-company shares on the secondary market or through an SPV, and the resale rules that come with them.
Read the strategyHow they fit together
One plan, not eight tactics
The strategies lean on one another. Selling a concentrated position creates gains that direct indexing can offset. A 1031 exchange keeps a property’s tax deferred, while an income plan decides whether the household needs its cash. A private fund’s lock-up only works when the cash and bond runway covers the years it is closed.
That is why we start with the plan: the spending it must fund, the taxes it can absorb in a year, and the risk it can carry. Each tool is then sized to its job, and our Quarterly Rounds keep cash flow, risk, estate and tax in sequence as the pieces move.
Bring the decision in front of you.
The first conversation is 30 minutes. A statement, an offering document or a grant summary helps; no preparation is needed.
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