Wealth & Investments
Elevated
We streamline the complexities of wealth and investment management in support of
your long-term financial success.
Private Wealth Management
Tax-efficient portfolio management with exclusive access to private investment opportunities to
meet your goals.
CUSTOM FINANCIAL PLANNING
EXIT & LIQUIDITY
PLANNING
ADVANCED ESTATE PLANNING
Portfolio Composition
Our high-quality portfolios allocate capital in four specific areas: private equity, real estate, public
equity, and fixed income.
Private Equity
Opportunistic alternatives to co-invest in private equity transactions. Target of 2-4 individual investments.
Real Estate
Select opportunities to co-invest in private real estate transactions. Target of 4–8 individual investments.
Public Equity
Portfolio of 25–35 publicly traded equity investments consisting of undervalued high-quality franchise companies.
Fixed Income
Portfolio of 25–35 corporate and municipal bonds, mostly exposed to California (triple-tax-free), plus individual corporate bonds issued by high-quality companies.
Tax Minimization Strategies
Active measures to help reduce capital gains and tax exposure, particularly to California-based
income tax.
CONCENTRATED
STOCK SALES
Helps reduce capital gains tax
when selling down a
concentrated stock holding.
PRIVATE PLACEMENT
LIFE INSURANCE
Allows capital to be invested, earn returns, and be withdrawn
tax-free.
PRIVATE PLACEMENT VARIABLE ANNUITY
A tax-efficient structure that can hold traditional and alternative investments.