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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

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.

Asset 5-2


Public Equity

Portfolio of 25–35 publicly traded equity investments consisting of undervalued high-quality franchise companies.

Asset 4-1


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Allows capital to be invested, earn returns, and be withdrawn tax-free.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.

PRIVATE PLACEMENT VARIABLE ANNUITY

A tax-efficient structure that can hold traditional and alternative investments.

Business Advisory

We help business owners sell their companies and transition the proceeds toward multigenerational wealth.

LEARN MORE

In a True Partnership, Financial Accountability Goes Well Beyond the Investment Strategy


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Key Benefits of PPLI & PPVA


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Maximizing Wealth Preservation: The Crucial Role of Early Business Succession Planning


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Ensuring a Seamless Transition: Crafting a Tax-Conscious Business Succession Plan


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Do I Need A Multi-Family Office?


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Advice. Relationships. Results.

We build diversified and durable portfolios that can be sustained through challenging market conditions.