Light on the Stairs

Vulnerability & Threat Assessment

Grounded in our team's combat and military intelligence experience, we collaborate with you to define goals and concerns which assist us in developing a course of action.  We continually evaluate internal vulnerabilities and external threats that help adjust your plan to mitigate current and long term risks.

Additional Service Offerings

The success of your results will be determined by purposed planning, effective execution, and strategic partners . The offerings below are a combination of our team and our network. 

Geometric Ceiling

Investment & Capital Management

  • Investments consisting of equities, fixed income, mutual funds, and derivatives

  • Models with more predictable income

  • Hedging

  • Liquidity Solutions

  • Property Organization & Management

Business Continuity & Optimization

  • Business Succession, Merger & Acquisition Strategy

  • Buy-Sell Analysis

  • Key Man Policy Analysis & Implementation

  • Capital Raise Consultation

  • Financial Statement Reporting Strategies

  • Tactical and Administrative Record-keeping

  • Business Aircraft Purchase Analysis

White Stairs
Minimal Office

Generational Estate & Tax Analysis

  • Basic Probate and Privacy Planning

  • Trust Establishment and Restructuring

  • Cash and Asset Allocation & Threshold Tax Rebalancing

  • Foundation & Charity Establishment

  • Completed Gifts and Charitable Trust Planning

  • Family Limited Partnership Analysis and Gifting

  • Domestic & Offshore Asset Protection