A modern UHNW firm for the illiquid estate problem — with the five archetypes this category actually serves, not one monolithic pitch.
"Your estate looks great on paper. The IRS will want cash."
"You sold the company. Now what?"
"24 months before your IPO are your biggest estate-planning window."
"Family offices audit investments quarterly. Most audit insurance never."
"The IRS takes a bigger share of your charitable legacy than you think."
We publish our methodology openly — illustration framework, lender-spread math, recourse vs. non-recourse, when premium financing does not work. Compliance as visible integrity, not hidden boilerplate.
How we frame guaranteed vs. non-guaranteed elements in every illustration, and what happens when assumptions don't hold.
Plain-English explanation of the interest-rate mechanics, collateral structure, and why our arrangements are strictly recourse.
The honest list of cases where PF is the wrong answer — and what we recommend instead.
Named advisors. Named carriers. Disclosed spread. No hidden loadings.