Founders

Founders need to ensure their company is not dismantled by taxes, timing, or circumstance. We ensure family has capital and options to maintain control, without forced sales or unwanted partners.  The business is often the largest, most illiquid asset a founder owns. Strategic planning ensures leadership continuity, liquidity when the family needs it most, capital to keep operations stable, time for the next generation to step in or step back. A founder’s life work creates freedom, choices, and stability for the people they love: we apply the most cost-effective way to guarantee that — adding structure, liquidity, and protection to the empire built. We appreciate founders continue to build new companies and take concentrated risk – it’s their DNA