Wealth Management & Investing
Tax & Estate planning for Families, Business Owners, and Executives
When financial decisions become interconnected, families need more than investment management. They need coordination, strategy, and a trusted advisor who can see the entire picture.
The Firehorse Story
Why Firehorse?
Firehorse was founded in the Year of the Firehorse, a year that occurs only once every sixty years in the Chinese calendar. It is known as a time when years of preparation, discipline, and effort finally come together when plans become reality and meaningful transformation takes place.
After more than three decades helping families navigate wealth, taxes, estate planning, business transitions, and life's biggest decisions, Firehorse represents the culmination of everything I have worked toward.
But Firehorse is not just my story.
My belief is that every year should be a Year of the Firehorse for my clients a year where important goals move from ideas to action, where opportunities are pursued intentionally, and where wealth becomes a tool to support the life and legacy they envision.
The Firehorse Private Family Office Experience
Bringing Everything Together
Most successful families have investments, tax strategies, estate planning documents, insurance policies, business interests, charitable goals, and family legacy considerations.
The challenge is ensuring all of those moving pieces work together.
Firehorse provides the coordination, oversight, and strategic guidance families need to make confident decisions across every aspect of their financial lives.
Capital & Investments
Are we positioned correctly?
Allocation snapshot
Liquidity runway
Concentration risk review
Risk versus objectives alignment
Upcoming capital events
Our Framework
The Four Pillars
Estate & Structure
Is the architecture protecting the capital?
Trust map and funding status
Asset titling review
Insurance sufficiency
Asset protection strategies
Estate tax exposure
Tax Strategy
Are we minimizing erosion?
Current-year tax projection
Tax-loss harvesting opportunities
Capital gains budgeting
Carryforward management
Charitable offset opportunities
Family & Philanthropy
Is the capital aligned with the family?
Family mission and values
Charitable planning
Donor advised funds & foundations
Governance discussions
Next-generation engagement
Start with a Conversation
The best financial decisions begin with clarity.
Let's discuss where you are today and where you want to go next.