“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
Services
Wealth & Investment Tax Strategy
Tax-aware strategy across investments, real estate and business interests — designed with your advisors.
What's included
Wealth & Investment Tax Strategy, handled end to end
- Asset location and harvesting coordination
- Real estate and passive activity planning
- Opportunity zone and 1031 analysis
- Business sale and liquidity-event planning
- Multi-year tax modelling
How it works
A clear, predictable process
- 01
Private consultation
A confidential conversation with a partner about your situation and objectives.
- 02
Comprehensive review
We study prior returns, entities and plans, then present findings and opportunities.
- 03
Engagement & plan
A fixed annual retainer and a written planning calendar for the year ahead.
- 04
Continuous stewardship
Quarterly projections, coordinated advice and a partner who knows your name.
Client stories
What clients say
Let's talk about wealth & investment tax strategy
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 9:00 AM – 6:00 PM