services
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wealth management diversified for capital preservation with coverage of public, private & digital assets & alternatives
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US to global services for individuals & entities covering strategic advice, filings, compliance, planning & formations
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living trusts
advanced taxable estate
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access tax, estate, investment & risk specialist services on-demand individually or as an integrated solution
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capital gains tax minimization strategies, transition & exit planning, & risk management
firm
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20+ years of investment banking & institutional advisory experience
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100% partner-owned fiduciary with no conflicts of interest, no products to sell, and no commissionable services
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fee-only registered investment advisory with managed client assets held at goldman sachs
ANALOG IS process driven, objective & precise
core components of planning
tax strategy:
we specialize in tax efficient structure and tax minimization strategies
financial plan:
we will build bespoke financial plans and investment strategies to achieve your goals and build generational wealth
estate plan:
we create highly complex structures for high net worth clients to minimize capital gains and estate taxes in addition to simple living trusts
unconstrained investment advice across listed, private, digital, & alternative assets
conserve & build wealth with managed diversity
our core portfolios are liquid, low-cost, uncommonly diverse and custodied at goldman sachs
they offer lower expected volatility and drawdown without sacrificing growth compared to typical advisor models:
evenly balanced asset mix (moderate)
gold & silver
us Real Estate Securities
us treasury bonds
high quality global stocks
no credit risk or mutual funds
low cost of ownership (20bps wtd avg expense ratio)
no transaction fees
liquid & marginable
advisory fee: 0.6-1.0% p.a.
tax,asset management, estate, & risk alignment elevates your plan strategy
strategic Planning
income replacement
wealth preservation
risk management
transaction and exit planning
investment advice
managed low volatility portfolios
stocks, bonds, real estate and precious metals
private market opportunities
alternative investments
investment due diligence
family office services
tax planning
liquidity & cash flow planning
trusts & estate planning
capital advisory
409a valuations
for the best results, consider planning early
early planning can make a huge impact on results later on
We love analog clients: nonconformist, gifted and irreverent value creators (>80% of our clients are founders)
we function as their end-to-end integrator across tax, finance, estate and legal services, meaning we manage multi-disciplinary planning from design through maintenance
our purpose is to streamline planning that maximizes and conserves value - often from corporate transactions or M&A
get help from experienced professionals
unconflicted advice
analog is a registered investment advisory firm serving founders (>80% of our clients) nationwide since 2020
our purpose is to integrate our own expertise with adjacent disciplines to maximize value realization and conservation
we stand apart through our values:
no conflicts of interest
no constraints
high transparency
we stand apart for the practices we embrace and disavow:
no mutual funds - stocks and ETFs only
no products to sell
no long-term credit risk
no account or transaction fees
truly diversified asset type coverage
collaborative with outside advisors and specialists
new investments deployed over time programmatically
if you’d like to speak with us, please feel welcome to arrange a call via the link: here
Alternatively, please submit your information below:
