Services
Holistic wealth management and the planning work around it, guiding the pieces of a financial life to work in concert with one another.
Discretionary and advisory portfolio management for individuals, families, and the entities they control, against a written plan (IPS - Investment Policy Statement). Alternative illiquid private equity and other tax-efficient investments may be considered.
Bond portfolio construction, ladder and duration management, and credit review — the discipline Mark practiced institutionally for a decade before advising private clients.
Withdrawal sequencing, Social Security timing, pension elections, and required-distribution planning.
Working alongside your attorney and CPA so the portfolio, the documents, and the beneficiary designations agree with one another.
For owners of appreciated real property seeking to defer capital gains and step back from active management. Handled through the firm's dedicated DST practice.
For accredited investors only. DST investments are speculative investments and involve substantial risk, including illiquidity, lack of a public market, and the possible loss of the entire investment.
Visit the DST practice →Unwinding employer stock, founder shares, or an inherited holding on a deliberate schedule, with tax consequences modeled in advance.
Process
What you own, what you owe, what it is meant to accomplish, and who else depends on it.
An allocation, a distribution strategy, and a tax posture — presented in writing, with the reasoning shown.
Accounts are opened, positions are transitioned deliberately, and the plan is revisited on a set schedule.
