Building a business comes with a distinct set of challenges and opportunities. We offer early founder teams and executives access to advanced strategies and solutions previously available only to people with substantial capital. Our goal is to address your specific financial and personal needs on your journey to building wealth.
As an expat with multinational pensions, health systems, savings, and investment jurisdictions, how can I optimize my health and financial well-being?
How can I be sure my tax structure is optimized to the liquidity event I anticipate having?
How can I employ advanced health management strategies to live a longer, better & disease free life?
Holistify Core Services
Unify, simplify, and enrich your life with wealth 3.0, tax, estate, and liquidity planning
Stock Compensation Management
Expert guidance on managing stock options, restricted stock units (RSUs), and other equity compensation to maximize value, minimize tax liabilities and optimize timing. Advice on diversifying concentrated stock positions to reduce risk and protect your wealth.
Early Liquidity Solutions
Plan for early liquidity events like secondary sales or IPOs to access capital while minimizing taxes. Connect with financial institutions for secondary sales or private placements. Manage cash flow effectively during liquidity events to ensure resource availability.
Comprehensive Financial Planning
Protect and grow your wealth with strategies for asset allocation, risk management, and estate planning. Minimize taxes with proactive planning and maximize after-tax returns. Tailored retirement plans that account for your unique circumstances as a founder or executive, ensuring a secure and comfortable future.
Personal Goal-Based Management
Align financial planning with personal goals such as home purchases, education funding, or philanthropy. Coordinate health management to support financial goals and promote a balanced life.
Advisory Services
Receive strategic advice on business growth, mergers, acquisitions, and succession planning. Access legal services for contract review, intellectual property protection, and regulatory compliance to safeguard business interests.
Stock Compensation Management
Expert guidance on managing stock options, restricted stock units (RSUs), and other equity compensation to maximize value, minimize tax liabilities and optimize timing. Advice on diversifying concentrated stock positions to reduce risk and protect your wealth.
Early Liquidity Solutions
Plan for early liquidity events like secondary sales or IPOs to access capital while minimizing taxes. Connect with financial institutions for secondary sales or private placements. Manage cash flow effectively during liquidity events to ensure resource availability.
Comprehensive Financial Planning
Protect and grow your wealth with strategies for asset allocation, risk management, and estate planning. Minimize taxes with proactive planning and maximize after-tax returns. Tailored retirement plans that account for your unique circumstances as a founder or executive, ensuring a secure and comfortable future.
Personal Goal-Based Management
Align financial planning with personal goals such as home purchases, education funding, or philanthropy. Coordinate health management to support financial goals and promote a balanced life.
Advisory Services
Receive strategic advice on business growth, mergers, acquisitions, and succession planning. Access legal services for contract review, intellectual property protection, and regulatory compliance to safeguard business interests.
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The Health Costs in the Early Startup Years
The early years of building a startup can be incredibly demanding, often leading to significant heath costs, High stress levels, long working hours, and insufficient time for self-care are common challenges.
Entrepreneurs are 50% more likely to develop heart disease due to chronic stress and long working hours.
Entrepreneurs suffer from chronic sleep problems at nearly double the rate of the general population.
Entrepreneurs experience depression at twice the rate of the general population.
39% of entrepreneurs report that maintaining a healthy work-life balance is one of their biggest challenges
42% of entrepreneurs report experiencing negative health effects due to the demands of their job
We recognize your unique needs. Our integrated approach ensures you can sustain your performance, health and well being, even amidst the demands of growing a business. Our services are designed to help you.
Improve decision making, reduce errors
Increase energy
and focus
Reduce fatigue and enhance sleep and mood
Reduce your biological age: feel and look younger