I Have Watched People Die Because
Nobody Was Coordinating

The same pattern of fragmented expertise that killed patients in healthcare is quietly costing high-income professionals six figures annually in finance.

That is why I exist in this space.

Your CPA Said No. But They Were Wrong.

A few weeks ago, I spoke with an investor who had what should have been a good problem.

They had a surplus of $100,000 near year-end and wanted to reduce their tax exposure before December 31st.

So they did the responsible thing. They called their CPA.

The CPA said: "It is too late in the year. There is nothing you can do."

Case closed. Or so they thought.

Then they spoke with an alternative asset operator who said the complete opposite: "That is not true. There are still options—oil & gas IDC, cost segregation accelerations, GP structures."

And the investor was stuck in the middle—confused, frustrated, and unsure who to trust. One professional saying "impossible." Another saying "absolutely possible."

That moment is exactly why I exist in this space.

Because situations like that are not rare. They happen quietly, every single year, to high-income professionals who have done everything "right."

People are hemorrhaging money in three places:

  • $80K-$150K annually to avoidable taxes because their CPA defaults to "no"
  • $40K-$100K annually in volatility penalties from over-concentration in public markets
  • $30K-$80K annually in missed passive cash flow because nobody showed them alternatives

Not because they were reckless. Not because they had bad advisors. But because nobody was coordinating the whole picture.

I Saw This Pattern Kill People in Healthcare First

I recognized the coordination gap long before I ever worked in finance.

I saw it first in the ER—and later, in the back of an ambulance, and on fire scenes.

I spent years moving between worlds—literally. I would drop patients off as a paramedic and then receive them hours later as an ER nurse. I saw both sides of every handoff.

And I watched something unsettling happen over and over and over.

The cardiologist would focus on the heart.
The neurologist would focus on the brain.
The intensivist would focus on the labs.

Nobody was looking at the patient.

None of them were bad doctors. They were brilliant, in fact. But the patient was overwhelmed—caught between conflicting recommendations, unclear instructions, and fragmented care.

And sometimes, people died not because of medical error, but because nobody was coordinating the specialists.

Bad outcomes did not come from lack of expertise.
They came from lack of integration.

Later, when I promoted to lieutenant in fire rescue, that lesson became even clearer.

In critical moments, decisions cannot be fragmented. Someone has to see the whole field, make the call, and take responsibility for the outcome.

I have always been wired to step into that role. I could not stand watching people get hurt simply because no one was running the code.

Seeing the Same Failure in Finance

When I became an investor, I saw the exact same dynamic—just with different titles.

  • →CPAs focused on compliance
  • →Advisors focused on public markets
  • →Operators focused on their deals
  • →Attorneys focused on documents

Again, none of them were bad actors. But no one was accountable for the whole picture.

As a limited partner, I lost money because I trusted the wrong things:

  • ×Brands instead of process
  • ×Stories instead of risk controls
  • ×Fragmented advice instead of integrated strategy

$374,000 in Lessons Learned

That experience mattered. Because when I later became a GP, and eventually stepped into a family-office-style role, I knew exactly what I would never do again.

I have already taken the hits. I have already seen what breaks. So you do not have to learn the hard way.

The Real Enemy Is Not Your CPA (Or Your Advisor)

They are not bad people. They are good people stuck in a bad system.

Here is how the system actually works:

CPAs Are Trained to Be Conservative

Their job is compliance, not optimization. If they recommend a strategy and it gets audited, they face liability.

So the default answer is always "no."

Not because the strategy is wrong—but because saying "yes" opens them to risk.

Advisors Are Trained to Sell Products

They get paid on AUM (assets under management). Alternatives do not flow through their custodial platform.

So they steer you toward what they can custody: stocks, bonds, mutual funds.

Not because alternatives are bad—but because their business model does not accommodate them.

Attorneys Are Trained to Draft Documents

They bill by the hour. They are not compensated to coordinate with your CPA or challenge your advisor's allocation.

So they draft the trust, file the LLC, and move on to the next client. No integration.

Not because they do not care—but because nobody hired them to be the quarterback.

Nobody is incentivized to see the whole picture.

And that coordination gap? It is costing you $150K-$300K annually.

That is why you need someone whose only job is to coordinate them—and who does not get paid unless the whole strategy works.

What We Do Differently

Our role is not to sell products or chase returns.

Our role is to remove friction and guesswork from decisions that matter.

We do that by:

  • →
    Designing the strategy first, based on your goals
  • →
    Selecting operators, not just assets
  • →
    Coordinating tax, legal, estate, and legacy planning
  • →
    Acting on your behalf—calmly, deliberately, and with context

"In many ways, it is the same work I have always done."

In critical care, you do not ask the patient to evaluate every specialist. You protect them, stabilize the situation, and make the best decision available.

That mindset never left me.

Our Approach

Capital Preservation First

"Hippocratic Oath for your balance sheet: First, do no harm to principal." We focus on risk mitigation and downside protection before chasing returns.

Tax-Efficient Growth

All investment decisions are evaluated on an after-tax, after-fee basis. We coordinate with your CPA to implement strategies that save $80K-$150K annually.

Rigorous Operator Due Diligence

We review 100+ alternative investments annually and pass on most. Our 100-point operator scorecard ensures we only recommend cycle-tested sponsors.

One Coordinated Plan

Your Investment Policy Statement ties together tax, legal, estate, and investment strategy. One plan. One portal. One point of accountability.

No Pressure. Just Clarity.

If any part of this sounds familiar, you do not need to decide anything today.

The right first step is usually just a conversation.

A chance to look at where friction exists, where opportunities are being missed, and whether your current structure is actually serving you.

If nothing else, you will leave with clarity. And clarity alone prevents expensive mistakes.

That is how every good relationship I have ever been part of has started.