Your blueprint has begun. One team, one plan, for your taxes today and your liquidity event tomorrow.
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Returns, K-1s, entity and deal documents. Whatever gives us the full picture.
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Your team begins mapping your plan the moment your files arrive.
“You should not need $50 million before someone shows you the better playbook.”
From Morgan Stanley's family-office rooms to your table: the same expertise, strategies, and access.
Founder & CEO
$50M+
The family-office playbook Dana brings to you, without the threshold
60
Decisions behind a typical exit, mapped in order
1
Point of accountability across every advisor you have
Annual tax baseline
Know your true exposure for the year.
Strategy review matrix
Every option, stress-tested and narrowed.
Proforma analysis
Permanent savings vs. deferrals, modeled before you act.
Prior-year opportunity
Amendments and carrybacks where supportable.
After-tax outcome
What the deal actually pays your family.
Planning windows
Elections that close at LOI, or at the wire.
Paycheck replacement
Proceeds turned into durable, passive income.
Second opinion
Fixed fee. No stake in whether, when, or at what price you sell.
His CPA called a $2.6M tax bill “a good problem to have.”
After advanced strategy, he's paying nothing.
Watch the case studyAssess
Baseline your taxes, entities, and deal.
Compare
Screen strategies on benefit, cost, risk, and liquidity.
Implement
Owners, deadlines, and coordination with your CPA and attorneys.
You stay in charge. You approve every action before it proceeds.
Welcome to the family.
We're honored to be part of what comes next.