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Core & Alternative Investments
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Angel & Venture Investment Monitoring
Concentrated Position Risk & Liquidity Planning
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Equity Compensation Advice
Tax & Estate Planning Strategies
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Qualified Small Business Stock (QSBS) tax review
Family Office Services
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Lifestyle Needs & Philanthropic Interests
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Please send a quick message regarding your needs and we can schedule a call and/or meeting to discuss. Thank you.
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