Home Case Files
Roads already travelled — numbers left in.
Every file below is a real client road, anonymised with written permission. We publish the numbers because vague testimonials are how this industry hides.
The exit that almost evaporated
An $18m sale, a tax plan started 20 months early, and estate structure signed the week before term sheets arrived.
The vineyard problem
A dream purchase that read as a money pit — restructured into a working estate the family keeps, plan intact.
Equity, four grants deep
RSUs, ISOs, an ESPP and a concentration problem worth 71% of net worth — unwound over three tax years without a single panic sale.
The inheritance with teeth
Four accounts, two countries, one contested trust. Two years of quiet work later: one custodian, one plan, one exhale.
The unsent resignation
Not every file is eight figures. Two pensions, disciplined decades, and the crossing point reached at 58 — they still teach, by choice.
The handover, rehearsed
Three adult children, one operating business, zero surprises. The family meeting was hosted here; the trust behaved exactly as designed.
They publish their numbers. After fifteen years of adviser brochures, that alone was worth the meeting.
— File MF-112 · partner, first generation