Your Capital, Protected Across Generations.
We operate under a strict fiduciary standard—legally and morally bound to put your interests first. We harmonize your corporate wealth with your personal financial longevity and the legacy you leave behind.
Fiduciary Wealth & Estate Planning
Business owners accumulate wealth differently: concentrated, illiquid, and tightly coupled to the company they built. Aegis wealth planners coordinate that concentrated capital with retirement, estate, and succession strategy so the wealth you create survives the business—and the generation.
The Problem We Solve
Founders often hold the majority of their net worth inside a single illiquid business, with no coordinated plan for diversification, liquidity, or transfer. Generic financial advisors selling commission products have no visibility into the corporate tax structure that drives personal wealth—so the two sides are planned in isolation, and value leaks across the gap.
The Aegis Approach
As fiduciaries, we plan your personal wealth in the context of your business. We structure retirement vehicles, trusts, and gifting strategies that work in concert with your entity structure and tax plan—so every dollar is positioned for growth, protection, and efficient transfer to the next generation.
Key Deliverables & Capabilities
Discretionary Asset Management & Asset Allocation
Diversified, risk-calibrated portfolio management that reduces concentration risk for founders whose net worth is tied up in a single enterprise.
Business Exit & Liquidity Event Structuring
Pre-transaction planning that optimizes the tax treatment of a sale, recapitalization, or succession so you keep more of what you built.
Qualified Retirement Plans (Cash Balance, Safe Harbor 401k)
Design of high-contribution retirement plans that shelter significant income while rewarding key employees and accelerating your own accumulation.
Irrevocable & Revocable Trust Asset Protection
Trust architecture that shields accumulated capital from creditors and litigation while preserving control and flexibility for the grantor.
Multi-Generational Wealth Transfer & Gifting
Strategic use of annual exclusions, lifetime exemptions, and valuation discounts to transfer wealth efficiently across generations.
Charitable Remainder & Donor-Advised Funds
Philanthropic structures that deliver meaningful tax benefits while fulfilling legacy and giving goals aligned to your values.
Our Four-Step Process
Net-Worth & Cash-Flow Mapping
We map your complete balance sheet—business and personal—to understand concentration, liquidity, and exposure across every asset.
Fiduciary Plan Design
We design a coordinated plan covering allocation, retirement vehicles, estate structure, and transfer strategy, all aligned to your business tax position.
Implementation & Coordination
We work alongside your attorney and CPA to stand up trusts, retirement plans, and accounts—and align them with your corporate entity structure.
Ongoing Stewardship
We rebalance, review, and adjust the plan as your business and personal circumstances evolve, with fiduciary accountability at every step.
Built for Clients Like These
This practice is designed for organizations and individuals where it can deliver meaningful, measurable impact. If any of these describe you, let's talk.
"Aegis coordinated my business exit with my estate plan in a way no standalone advisor ever could. The tax efficiency alone paid for the engagement many times over—and my children's trust is now structured for the long term."
Questions About Wealth & Estate
Fee-based fiduciary advisory starting at 0.65% AUM
Every engagement begins with a complimentary diagnostic. We'll review your current position and tell you honestly whether this practice is the right fit—before any commitment.
Clients & Businesses We Work With
A selective roster of mid-market enterprises and high-net-worth families under the Aegis shield.