We use a team based approach to help clients feel like they have their own family office. Our clients are usually in three distinct buckets: - Business owners who are looking for a personal CFO. These are venture backed start-ups, multi-generation family businesses, and physicians who are working double-time. Tax Planning has helped clients save millions of dollars and continues to be one of the most impactful parts of the planning that we do. (Here is one example of some exit planning: https://mydstplan.com/chrisgure) - Physicians (who can also be business owners) have a very unique financial plan. Since they are getting started later in life and potentially retiring earlier, we need to make sure they are set up properly to protect their income and invest on their own timeline. (Here is a free resource: https://fortressphysicians.substack.com/) - Corporate Retirement Plans are often key components for the above two groups and something we specialize in. While working at the largest retirement plan asset manager, I was able to see what the biggest plans offer, and bring those same ideas to our clients to provide the same benefit at a fraction of the cost. In the past two years we have reinvested heavily into our clients by bringing on some of the best client service associates in the business. We do not work for a large broker-dealer, bank, or insurance company so that we can make long term decisions that benefit our clients and team members.