Interactive calculators to explore scenarios and understand the value we bring.
Cross-asset allocation framework and scenario analysis
While this calculator shows basic allocation scenarios, real portfolio optimization requires analyzing correlations, tail risks, tax efficiency, and liquidity constraints. Our consultants build custom models incorporating your specific goals, risk tolerance, and market views—turning generic allocation into personalized strategy that adapts to changing conditions.
Estimate economics and staffing for Remote Patient Monitoring & Behavioral Health
This calculator provides baseline estimates, but successful RPM/BHI programs require navigating complex CMS billing codes (99453-99458, 99484), ensuring compliance, selecting appropriate device vendors, designing clinical workflows, and training staff. Our healthcare consultants have implemented programs at 50+ practices, helping avoid common pitfalls like low patient engagement, documentation gaps, and reimbursement denials.
Explore plan designs and contribution outcomes
401(k) optimization involves navigating IRS limits ($69,000 in 2024), ADP/ACP testing, controlled group rules, and plan document amendments. This calculator shows potential, but actual results depend on employee census data, participation rates, and compliance testing. Our consultants work with your TPA to model exact outcomes, design custom allocation formulas, and ensure your plan passes all discrimination tests while maximizing owner benefits.
Stress-test portfolio assets under climate hazard scenarios
Climate risk assessment requires integrating TCFD frameworks, NGFS scenarios, and asset-level physical risk data. This simplified model illustrates directional impacts, but real analysis demands geospatial hazard mapping, sector-specific carbon transition pathways, and counterparty exposure evaluation. Our consultants help institutional investors build comprehensive climate risk frameworks that satisfy regulators, inform capital allocation, and identify opportunities in the transition economy.
Model tax optimization scenarios across income types and strategies
Tax optimization requires coordinating across income sources, entity structures, timing strategies, and state considerations. This calculator shows basic federal estimates, but real planning involves QBI deductions, AMT analysis, Roth conversions, tax-loss harvesting, and multi-year projections. Our consultants work alongside your CPA to model complex scenarios and identify savings opportunities that generic tools miss.
Model consolidated family wealth across entities and generations
Family office coordination requires integrating investment management, tax planning, estate strategies, risk management, and family governance across multiple entities and generations. This dashboard provides high-level views, but effective family wealth management demands detailed entity structuring, trustee selection, succession planning, and family meeting facilitation. Our multi-family office consultants bring institutional rigor to families of all sizes.
Compare direct ownership, REITs, and 1031 exchange scenarios
Real estate decisions involve analyzing leverage effects, depreciation strategies, 1031 timing, opportunity zone benefits, and entity structuring. This calculator provides baseline metrics, but optimal strategies require cost segregation studies, hold period analysis, disposition planning, and coordination with your broader tax picture. Our consultants model your specific scenarios and work with real estate attorneys to structure tax-efficient transactions.
Project wealth accumulation and retirement readiness
Retirement planning involves far more than compound growth projections. Real financial plans must account for Social Security optimization, pension decisions, healthcare costs, sequence-of-returns risk, Roth conversion strategies, and legacy goals. Our consultants build comprehensive models that stress-test your plan against various scenarios and adjust strategies as your life circumstances evolve.
Evaluate life, disability, and LTC coverage needs
Insurance planning requires analyzing own-occupation vs any-occupation disability definitions, term vs permanent life trade-offs, LTC inflation riders, and coordination with other assets. This calculator estimates coverage needs, but proper analysis demands reviewing existing policies, comparing carriers, structuring ownership for estate efficiency, and integrating with your overall risk management. Our consultants work with independent brokers to find optimal coverage without sales pressure.
