Empire Builders
Are you a highly successful 35 – 50 year-old, middle-career professional or spouse, juggling a demanding career, growing children, and navigating the complexities of real estate? If so, you sound like some we call an empire builder.
What is your time worth?
We help empire builders maximize the potential of their money so they can focus on maximizing the value of their time with their families and careers.
While every empire builder is unique, even these highly motivated and goal focused people have some common, complex pain points we find most would like to solve. Some of those include:
- Navigating complex compensation packages
- Stock option / RSU efficiency and corporate trading blackouts
- Raising financially savvy children
- Growing interest in charitable giving
- How to efficiently cover the cost of college
- Buying, building or improving a primary and / or secondary home