How It Works
Five AI-powered steps that transform tax-aware exit planning from a 40-80 hour specialist engagement into a sub-1-hour automated workflow.
Position Intelligence
AI ingests your holdings — public brokerage positions, private-company shares and grants, and on-chain assets — to reconstruct cost basis and map concentration automatically.
Key Capabilities:
- Public-equity, RSU & option-lot ingestion
- Cost-basis reconstruction across brokerages, cap tables, and wallets
- Private / pre-IPO share and grant recognition
- Digital-asset (multi-chain) position and basis tracking
- Single-name concentration and exposure analysis
Strategy Modeling
A governed engine scores your position against its full 44-tool catalog — each tool eligibility-gated against your typed profile and each benefit modeled by a versioned formula — and returns a ranked comparison of the paths that actually fit, not a single recommendation.
Key Capabilities:
- Scores all 44 tools across strategy families — QSBS, trusts, charitable, estate, gain-deferral, hedging, residency, entity-exit, and real estate
- Each tool eligibility-gated against your typed profile — it surfaces only if it genuinely fits, and is flagged where it needs more information or specialist coordination
- Each benefit modeled by a versioned formula — closed-form where the math is clean, counsel-modeled where it needs professional judgment
- Weighs state residency, QSBS eligibility, setup cost, timeline, and complexity tier (Foundation → Specialty)
- Returns a ranked, fully auditable comparison — every figure traces back to a rule; a comparison for you and your team, not a black-box recommendation
Document Generation
AI drafts trust agreements, PPLI applications, compliance checklists, and engagement letters in minutes.
Key Capabilities:
- Trust agreement templates (IDGT, Dynasty, CLAT, CRUT, GRAT)
- PPLI carrier application packages
- OZ Fund subscription documents
- Cost segregation study requests
- Compliance and disclosure checklists
Expert Coordination
We line up and coordinate every specialist your plan needs — counsel, capital, custody, and compliance — while the engine monitors execution and ongoing optimization.
Key Capabilities:
- Counsel matched by structure and jurisdiction — tax, estate, trust, securities, and QSBS specialists
- Capital partners lined up — securities-based and crypto-native lenders, QOF sponsors, PPLI carriers, banks & brokers
- Custody & administration — securities and digital-asset custodians, trust companies, fund administrators, qualified intermediaries
- Your existing CPA, financial advisor / RIA, and family-office team looped in, not replaced
- One coordinated engagement across every provider — a single dashboard, not a pile of introductions
Execution & Monitoring
Continuous monitoring ensures your structures remain compliant and optimized as tax law evolves.
Key Capabilities:
- Real-time portfolio monitoring against strategy parameters
- Automatic alerts for tax law changes affecting your structures
- Annual rebalancing recommendations
- Compliance calendar with filing deadlines
- Performance reporting vs. unstructured baseline