Delivered with discretion and precision, this offering includes:

• Equity compensation planning (RSUs, ISOs, ESPPs, carried interest)

• Income and estate tax optimization across jurisdictions

• Executive benefit structuring and deferred compensation

• Charitable giving and philanthropic planning

• Real estate and investment tax strategy, including passive activity rules

• 1031 exchanges and cost segregation for high-net-worth portfolios

• Coordination with legal, investment, and family office professionals