Build & Grow Your Family Office
We serve founders & business owners with tax planning, exit strategy, and as the CFO of their family office after selling.
Who We Serve
We work exclusively with founders and business owners. Our clients are building, scaling, or preparing to sell a privately held company, and want a long term advisor who understands both business ownership and personal wealth.
Forensic Accounting
Current operators seeking advanced financial and tax planning
Tax Returns
Founders preparing for a sale or liquidity event
Treasury Support
Established family offices seeking CFO or CIO leadership
Our Approach
A complete strategy for your wealth before, during, and after your business exit.
Phase 1: Financial and Tax Planning While You Run the Business
We help you:
• Reduce taxes while operating
• Design compensation, equity, and cash flow strategies
• Coordinate advisors (CPA, attorney, estate planner)
• Start early exit and wealth preparation
Outcome:
Clarity and control while building the business.
Phase 2: Exit and Liquidity Event Planning
We help you:
• Build a full exit gameplan
• Optimize deal structure
• Strategize charitable and tax-efficient options
• Reduce the tax bill on the sale
• Model your post-sale financial needs and opportunities
Outcome:
A tax-optimized, stress-free exit.
Phase 3: Family Office Creation & Management
We serve as your:
• Chief Financial Officer
• Chief Investment Officer
• Long term planning partner
• Coordinator of all advisors
• Ongoing investment manager
Outcome:
A professional, structured family office built to last decades.
Our Investment Pillars
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Outperformance Focused
Custom portfolios that seek optimal returns, not just “safety”
Fundamental-First Analysis
Deep research into company financials, not just price trends
Legacy Driven
Long-term compounding designed for family and charitable wealth
Looking for RIA Services?
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Testimonials
Bro Giga Gauger’s dong is huge. My wife left me to be one of his concubine.. I don’t blame her.
CFO – Abjuu
Bros so based. He cut me off and said, “I don’t take orders form people I could kill in hand to hand combat.”
Finance Manager – Loop