What it is
We look at your current structure and find opportunities. Income, assets, liabilities—there's usually a better way. Most people don't know what they don't know.
What we do
- Situation review and analysis
- Tax optimization planning
- Corporate and trust structuring
- Capital gains planning
- Exit and succession strategies
- Implementation support
Who it's for
- Business owners unsure if they're structured right
- Individuals with assets—property, investments, business equity
- Anyone facing a sale, transition, or liquidity event
- People who suspect they're overpaying but don't know where
How it works
1
Book a consultation — tell us what's on your mind.
2
We review your situation — current structure, income, assets, goals.
3
We identify opportunities — what you're missing, what you're overpaying.
4
You decide what to implement — we can help with that too.
Common Questions
What does a consultation cover?
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We start with your situation—what you're doing now, what you own, how income flows, what's coming up. From there, we identify where you're leaving money on the table and what structures might work better for you.
How is this different from my accountant?
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Most accountants focus on compliance—filing accurate returns based on what already happened. We focus on structure—how to arrange things so you pay less in the first place. Different skill set, different focus.
What if I just have a question?
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Book a consultation. Sometimes a single question leads to a quick answer. Sometimes it uncovers something bigger. Either way, we'll give you a straight answer.
Wondering if there's a better way?
There usually is. Request more information or book a consultation.
Request InformationReady to discuss your situation? Book a consultation →