“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
Clients
Who we serve
Complexity is the common thread.
Executives & Founders
Equity, deferred comp and liquidity events.
Multi-generational Families
Trusts, gifting and the next generation.
Real Estate Investors
Passive activity, 1031 and cost segregation.
Physicians & Attorneys
Partnership income, retirement design and asset protection.
International & Expatriates
Cross-border income, FBAR and treaty positions.
In their words
Client perspectives
“Three generations of our family work with Catherine's team. They know our history and they think ahead — that continuity is worth everything.”
Family office principal
“A residency audit could have cost us seven figures. William handled it start to finish and we never lost sleep.”
Managing partner, law firm
“Quarterly projections that are actually right, and a partner who returns calls the same day.”
Surgeon and practice owner
A confidential first conversation
Tell us briefly about your situation. A partner will respond personally.
Office hours: Mon – Fri · 9:00 AM – 6:00 PM