Our Process: A
Structured
Four-Phase
Engagement
Framework.
Every phase is designed to minimize disruption while expanding your firm's advisory capabilities.
Mutual Fit Review.
Mutual Fit Review. Share your most promising client opportunity with us on a confidential, anonymized basis—typically a business owner with meaningful federal and, where applicable, estate tax considerations. We start with a few focused questions and two years of redacted tax returns.
Confidential Data Submission. Based on our initial review, we will have additional questions to ensure we fully understand the client's financial picture before moving forward.
Specialist Introduction & Strategy Development. We connect your firm with the specialist best suited to that client's specific needs. We ask to meet with both you and your client together, because your presence signals to your client that you are on their side and have done the vetting on their behalf. Following that meeting, our specialists collaborate to develop a comprehensive tax planning strategy, typically presenting multiple options for consideration. This process is generally completed within about 14 business days.
Confidential Data
Submission.
Confidentiality and privacy protection guide every step of the process. All client information is anonymized prior to submission, maintaining a clear separation between client identity and the review process.
You submit anonymized financial details—operating costs, tax bracket exposures, and entity structures—with all identifying information removed.
All information is transmitted through secure channels and handled in accordance with strict confidentiality standards throughout the engagement.
Strategy Development
Our network of specialists evaluates the client's structure against applicable strategies under current tax code.
Each recommendation includes relevant IRC citations, multi-year projections, sensitivity analyses, and risk assessments.
Private-Label Presentation.
The finalized strategy is delivered securely. We walk you through every element, its regulatory basis, and our fee guidance for the engagement.
On-demand reviews, updated strategies as tax laws change, and access to our network of specialists for emerging client situations.
We also provide consultative guidance to help you and your firm build confidence in presenting advanced advisory strategies to HNW clients.
Start The Conversation.
Consultation?
Schedule a confidential evaluation to determine alignment.