who we partner with - professionals and executives
Your Compensation Is Complex. Your Financial Strategy Should Be Too.
At a certain income level, generic financial advice becomes a liability. Whether your compensation includes equity, deferred comp, bonuses, or a high six-figure salary — you need coordinated strategy across your full income picture, tax position, benefits, investments, and estate plan. Built by a team that understands the complexity of how you earn, not just how you invest.
who we partner with - high net worth families
Designed for Professionals & Executives Who...
Earn a high income and suspect their tax strategy isn’t keeping pace with their career growth
Have compensation structures — whether equity, deferred comp, bonuses, or a high base salary — that create financial decisions most advisors aren’t equipped to navigate
Want one team coordinating across investments, tax strategy, estate planning, insurance, and benefits — instead of managing those relationships themselves
Value an advisor who communicates directly, respects their time, and doesn’t require them to explain what a vesting schedule is
We serve as your strategic partner, bringing deep expertise, careful stewardship, and long-term perspective to help your family thrive across generations.
the decisions in front of you
Your Income Has Grown. Your Financial Strategy Hasn't.
You’re earning more than you ever expected — but your tax strategy, investment approach, and financial plan still look like they were built for a fraction of your current income. The decisions that mattered at $150K don’t work at $400K or $700K. You need a strategy that reflects where you are today, not where you started.
Your Compensation Structure Creates Decisions Most Advisors Don't Understand
Tax Drag You Can Feel But Can't Fix on Your Own
Your Benefits Package Is Costing You Money You Don't Know About
Employer benefits aren’t just health insurance and a 401(k) match. At your level, there may be supplemental insurance options, NQDC plans, stock purchase programs, mega backdoor Roth eligibility, or executive-tier perks you’re not capturing. If nobody has walked you through the full value of your benefits package line by line, you’re almost
You've Outgrown Your Current Advisor
Every Financial Decision Feels High-Stakes — Because It Is
How We Partner With You
Compensation Strategy & Planning
Whether your income comes from equity awards, deferred comp, partnership distributions, performance bonuses, or a high base salary — we build a strategy around the specific mechanics of how you’re paid. That includes exercise timing, deferral elections, bonus optimization, and income smoothing across tax years. Your compensation structure drives your financial plan — not the other way around.
Tax-Aware Investment Management
Your portfolio is managed with your full income picture in mind — not just your brokerage account. We coordinate across W-2 income, bonus timing, equity gains, retirement contributions, and investment returns to minimize what you owe and maximize what you keep. Every investment decision accounts for your tax position.
Concentrated Position & Diversification Strategy
If a significant portion of your net worth is tied to a single stock, a single company, or a single income source — that concentration is a risk worth addressing. We help you reduce exposure systematically through direct indexing, staged selling, hedging strategies, or exchange funds — without creating unnecessary tax events or disrupting your broader plan.
Financial Planning & Cash Flow Coordination
As your wealth grows, so does the need to protect it. We coordinate with your attorney — or connect you with ours — to build trust structures, gifting strategies, and beneficiary plans that reflect your current financial reality and where you’re headed. Estate planning at your income level isn’t a one-time event. It’s an ongoing conversation.
Estate & Legacy Planning
As your wealth grows, so does the need to protect it. We coordinate with your attorney — or connect you with ours — to build trust structures, gifting strategies, and beneficiary plans that reflect your current financial reality and where you’re headed. Estate planning at your income level isn’t a one-time event. It’s an ongoing conversation.
Benefits Optimization
Your employer’s benefits package likely extends well beyond health insurance and a 401(k) match. We review the full picture — supplemental insurance, stock purchase plans, NQDC programs, mega backdoor Roth eligibility, and executive-tier perks — and make sure you’re capturing every dollar of value available to you. If your employer offers it, you should know about it.
Why Professionals & Executives Trust Us
Built for Complex Compensation
We work with high-earning professionals across every compensation structure — equity awards, deferred comp, partnership distributions, bonus-heavy packages, and high six-figure salaries with multi-layered tax exposure. This isn’t a side offering. It’s core to what we do.
Tax-Aware Portfolio Construction
Every investment decision we make accounts for your full income picture and tax position. We don’t manage your money in a vacuum — we manage it in the context of how you earn, how you’re taxed, and what’s coming next.
Responsive, Not Reactive
You won’t wait three days for a callback. Our clients get direct access to their advisor and proactive outreach when market conditions shift or personal circumstances change. Your time is valuable and we operate accordingly.
One Team. Full Picture.
Most firms manage a portfolio. We manage your financial life — investments, tax strategy, retirement plan, estate documents, insurance coverage, and cash flow coordination. Every piece is connected because one team oversees all of it.
Multi-Entity Firm. Single Point of Coordination
Our firm spans a registered investment advisor, a broker-dealer, an insurance practice, and fund management. That means we can execute across capabilities that most advisory firms have to outsource — and you deal with one team instead of four.
Fiduciary Standard
Our wealth management practice is required to act in your best interest. When we recommend an investment — public or private — it's because we believe it belongs in your portfolio based on your goals, your risk profile, and your full financial picture.
FREquently asked questions
What is a family office, and do I need one?
A family office is a dedicated team — or firm — that manages all financial affairs for a high-net-worth family: investments, tax strategy, estate planning, insurance, philanthropy, bill pay, and sometimes lifestyle management. A full single-family office typically requires $50 million or more in assets to justify the overhead of an in-house staff. Most families don’t need to build one from scratch. What they need is the coordination, oversight, and proactive planning that a family office provides — without the cost. At TSG Invest, we deliver a family office-level approach to wealth management through our Private Wealth program: one team coordinating across your investments, estate documents, tax strategy, insurance, and philanthropic goals, working alongside your existing professionals or connecting you with ours.
How often should I update my estate plan?
At minimum, every three to five years — or whenever there’s a major life event such as a birth, death, marriage, divorce, significant change in net worth, or a move to a different state. Changes in federal or state tax law can also make an existing estate plan inefficient or outdated. The most common issue we see is families whose trusts, beneficiary designations, and gifting strategies were drafted for a financial picture that no longer exists. We proactively flag when your estate documents may need attention and coordinate the review with your attorney so your plan always reflects your current wealth, your current wishes, and the current tax landscape.
How do I prepare my children to manage inherited wealth?
It starts much earlier than most families expect — and it goes beyond legal structures. Trusts and beneficiary designations protect assets, but they don’t teach financial responsibility, decision-making, or stewardship. We help families build governance frameworks, introduce next-generation members to financial concepts at age-appropriate levels, and create intentional opportunities for conversations about values, giving, and long-term thinking. For families with significant wealth, we also help structure trusts with incentive provisions — milestones tied to education, career, or community involvement — that encourage responsibility without being punitive. The goal isn’t control. It’s preparation.
What's the most tax-efficient way to make a large charitable gift?
It depends on the asset you’re giving and your overall tax picture. Donating highly appreciated stock directly to a donor-advised fund or charitable remainder trust can eliminate the capital gains tax on those shares while generating a meaningful income tax deduction. For families considering larger or ongoing gifts, a private foundation or charitable lead trust may offer more control and multi-generational impact. The right structure depends on the size of the gift, your income, your estate plan, and your philanthropic timeline. We model the options based on your specific situation and coordinate with your CPA and estate attorney to find the vehicle that maximizes both the impact of your generosity and the efficiency of your tax position.
Can you work with my existing attorney and CPA?
Absolutely Your attorney and CPA know your history, and we have no interest in replacing relationships that are working. We sit at the center and coordinate across your full advisory team so that your investment strategy, tax plan, estate documents, and insurance coverage all point in the same direction. We communicate directly with your professionals, flag issues proactively, and make sure recommendations from one advisor don’t create unintended consequences with another. If you don’t currently have an attorney or CPA you trust, we can connect you with professionals we work with regularly.
What is the difference between a financial advisor and a wealth manager for high-net-worth families?
A financial advisor typically manages an investment portfolio. A wealth manager for high-net-worth families coordinates across the entire financial picture — investments, estate planning, tax strategy, insurance, philanthropic planning, and multi-generational wealth transfer. The distinction matters because at a certain level of wealth, a portfolio is just one piece of a much larger puzzle. If your advisor isn’t asking about your trusts, your tax exposure, your insurance coverage, and your family’s long-term goals — they’re only managing a fraction of what actually matters. At TSG Invest, wealth management means one team overseeing all of it.
How much money do you need for a family office approach to wealth management?
A traditional single-family office typically requires $50 million or more in investable assets to justify the staffing, infrastructure, and overhead. But the planning, coordination, and oversight that make a family office valuable shouldn’t require that threshold. At TSG Invest, our Private Wealth program delivers family office-level service — comprehensive coordination across investments, estate, tax, insurance, and philanthropy — for high-net-worth families who want that depth of attention without building an in-house team. If your financial life is complex enough that no single advisor can see the whole picture, you’re a fit for this approach regardless of a specific asset minimum.