Clients with complexity deserve a team built for it
We serve business owners, professional athletes, and high-net-worth families who need investment management, planning, and tax strategy working in coordination — not in silos.
Business Owners
Running a company introduces tax, liquidity, and risk dynamics that most advisors are not equipped to handle. We work with owners on:
Entity structure review and integration with personal planning
Operating cash, idle cash, and treasury strategy
Retirement plan design (Solo 401(k), SEP, cash balance, profit sharing)
Owner compensation and reasonable comp analysis
Exit and succession planning
Pre- and post-liquidity event strategy
Charitable and estate strategies tied to business value
Coordination between OTG accounting and OPG investment management so tax decisions and investment decisions are made together — not in sequence
Athletes
A short earnings window demands a longer planning horizon. We help athletes manage:
Contract income and bonus structure planning
Federal, state, and jock-tax coordination
Liquidity planning around inconsistent paydays
Brand, endorsement, and NIL income structuring
Alternative investment access for portfolio diversification
Career-transition and post-career income planning
Estate and asset protection considerations
Coordination with agents, attorneys, and family members
High-Net-Worth Families
For multi-generational families and accredited investors, we deliver:
Custom-built portfolios across public and private markets
Estate plan design and ongoing coordination with attorneys
Trust and trustee service coordination
Multi-entity tax planning and filing through OTG
Insurance and risk management review
Family governance and education
Ready to see if we're a fit?
Our discovery call is a conversation, not a pitch. Let's talk about what you're building and whether our model makes sense for you.