We unite quantitative finance, tax architecture, family office governance, healthcare optimization (RPM & BHI), retirement design, climate preparedness, and integrated insurance strategy for physicians, founders, families, and SMEs.
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Strategy is the plan; structure is the edge; execution is the compounding.
Box spreads, options overlays, and volatility-aware allocation across equities, crypto, commodities (gold/silver), and currencies.
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Entity design, asset location, gain/loss harvesting, and cross-account coordination to maximize after-tax outcomes.
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Governance, investment charters, SPV diligence, philanthropic frameworks, and consolidated reporting.
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PatientMD-informed workflows, reimbursement analytics, value-based readiness, coding/RCM efficiency.
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Profit-sharing and cash-balance plans; sequence-risk and decumulation strategy for HNW professionals and SMEs.
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REIT vs direct analysis, cost-seg/depreciation coordination, trust/legacy design with counsel.
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Holistic planning: liquidity, insurance coordination, education goals, and legacy—fiduciary-first.
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Scenario analysis for assets and operations under climate stress; resilience investment and mitigation planning.
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Health, catastrophe, malpractice, disability, LTC, and key-person coverage integrated with taxes and goals.
Learn more →Quantitative process, transparent rules, and audited assumptions.
What compounds is net of fees, taxes, and slippage.
Transparent fees; optional fee credits when assets are allocated to managed strategies (documented).
Read our latest posts, frameworks, and thought leadership on finance, healthcare, and resilience.
Interactive calculators and dashboards for allocation, retirement planning, RPM/BHI ROI, and climate risk.
In partnership with PatientMD, we bridge clinical workflows and financial strategy to help physicians and practices thrive in value-based care. RPM and BHI implemented ethically, efficiently, and profitably.
Schedule a strategy call and discover how we can help engineer your wealth, health, and resilience.
