Questions we're often asked
Straight answers about how we work, who we serve, and what to expect.
Who do you typically work with?
We work with entrepreneurs, executives, professionals, and multigenerational families — often those navigating the transition from building wealth to living on it. Many of our clients have between $1M and $20M+ in investable assets.
What happens in the first conversation?
It is simply a conversation. We listen to your situation, answer questions, and outline how we would approach it. There is no cost, no pressure, and no obligation to move forward.
How are you compensated?
We are transparent about compensation and will walk you through exactly how it works during our first conversation, before any engagement begins.
Do you work with employees of specific companies?
Yes. We regularly advise professionals at companies such as Nike and Intel, along with healthcare professionals, on equity compensation, retirement plans, and the timing decisions unique to those benefits.
How do you handle equity compensation like RSUs and stock options?
We coordinate equity compensation with the rest of your financial life — considering concentration risk, vesting schedules, and the tax consequences of when and how you sell.
Where are you located, and do you work with clients remotely?
Our office is in Lake Oswego, Oregon, and we serve families throughout the Portland area. We meet in person, by phone, or over video, whichever suits you best.
Still have questions?
The first conversation is simply a conversation — no pressure, no obligation.