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Services

For financial lives that have outgrown standard advice.

An integrated strategy, built around your specific circumstances and goals, can meaningfully change your outcome.

Who We Serve

High-Earning Professionals

You're accumulating significant wealth through high income, equity compensation, or a concentrated position in a single stock. Your financial picture is growing to be increasingly complex, and you're aware that the decisions in front of you are too consequential for a templated approach.

Our Services
RSU and stock option exercise strategies designed to minimize your tax burden and optimize the timing of your decisions.
Diversification requires more than selling. We design strategies that reduce concentration without triggering an unnecessary tax event.
We construct and manage dynamic, custom portfolios of individual securities in-house. Values-aligned, tax-optimized, calibrated to existing positions and liquidity needs, and no added outsourcing fees.
Year-round, proactive tax strategy integrated directly with your investment plan. We stay current on changes in tax law and identify opportunities for you.
We design giving strategies that are tax-efficient, structured, and meaningful, so that philanthropy and financial optimization are aligned.
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Founders & Entrepreneurs

You're building something, planning an exit, or navigating life after one. Your wealth is affected by the mechanics of a liquidity event, the tax implications of early-stage equity, and alternative investment opportunities surfacing through your network. The decisions you're making now have outsized long-term consequences.

Our Services
Pre-exit planning is where significant value is created or lost. Well in advance of a liquidity event we structure the transaction, manage the tax implications, and ensure the outcome is captured as efficiently as possible.
We source and evaluate private market opportunities that come through our network and yours to assess desirability, providing due diligence and deal access.
Qualified Small Business Stock eligibility requires careful management. We help founders understand the rules, maintain eligibility, and structure their equity accordingly.
Sophisticated management of concentrated positions and tax-loss harvesting is particularly relevant in the year of or following a significant liquidity event. Created and executed in-house.
A giving strategy surrounding an exit can help address your tax burden while contributing to a long-term philanthropic plan that mirrors your values and goals.
Post-exit, the work shifts from building to structuring. We help you invest thoughtfully, manage complexity, and build a plan for further growth.
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Families Thinking Generationally

Your wealth picture is significant, layered, and now multi-generational. You may be establishing trusts, planning next-generation wealth transfers, expanding investments, or coordinating a range of assets and entities. You want the depth, dedication and integration of a family office, without the overhead.

Our Services
Tactical tax strategy, investment management, estate planning, and giving strategy designed together in a unified strategy to protect and grow wealth and legacy.
Trust structuring, wealth transfer strategy, and generational planning coordinated directly with your legal and accounting team.
Structured giving strategies that maximize both impact and tax efficiency to align philanthropic and financial goals.
We source and evaluate private market opportunities that come through our network and yours to assess desirability, providing due diligence and deal access.
We construct and manage dynamic, custom portfolios of individual securities in-house: values-oriented, more precise tax-loss harvesting, alignment with existing positions and liquidity needs, and no added outsourcing fees.
An external strategic partner for families who want the depth and integration of a dedicated family office without the burden of infrastructure.
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Capabilities

High-level services,
across every dimension.

The full scope of work we bring to every engagement. Most clients need many of these in concert; few need them in isolation. The integration is the point.

General Investment Management

  • Direct indexing
  • Long-short direct indexing
  • Custom portfolio construction
  • Concentrated position management
  • Alternative investments

Strategic Charitable Giving

  • Donor-advised funds
  • Appreciated stock gifting
  • Structured giving strategies
  • Tax-efficient philanthropy

Alternative Investments

  • Venture and early-stage access
  • Real estate opportunities
  • Direct deals and SPVs
  • Third-party opportunity evaluation
  • Proprietary deal sourcing

Equity & Compensation

  • RSU and stock option planning
  • QSBS consulting
  • Equity collar and hedging strategies
  • Exchange funds

Estate & Legacy

  • Trust structuring
  • Wealth transfer strategy
  • Generational planning
  • Coordination with legal counsel

Tax Planning

  • Year-round tax strategy
  • Tax-loss harvesting
  • Appreciated asset strategies
  • Equity compensation tax planning
  • Exit and liquidity tax planning
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Find out if Telos is the right fit for your financial life.

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