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What we do
Your
financial life
is fragmented.

Your advisor says one thing. Your CPA says another. Your attorney is out of the loop. Accounts across four custodians, documents in three portals, and nobody connecting the dots. Sound familiar?

The Orchestrator

One quarterback for all of it.

We sit at the center of your financial life — coordinating your CPA, your attorney, your insurance team, your bankers. Every advisor aligned. Every strategy connected. Nothing falls through the cracks.

The Full Picture

Your financial life, fully integrated.

Investments, tax strategy, estate plan, insurance, cash flow, philanthropy — every piece finally connected. No more wondering if your advisors are aligned. No more surprises at tax time. Just a calm, clear picture of your entire financial world — and a team that keeps it that way.

Peace of Mind

Now you can breathe.

This is the peace that comes from knowing every detail is accounted for. Your financial life isn't just organized — it's orchestrated. And you finally have the clarity to focus on what actually matters.

Architecture & Curation

Strategy. Stewardship. Access.

The strategy of designing your wealth as a system. The stewardship of executing it for decades. The access to the people, structures, and opportunities that shouldn’t be commoditized.

Wealth Planning

Cash flow, retirement modeling, concentration and liquidity analysis, and scenario work for the decisions you haven’t made yet. The map before the journey — and continually redrawn.

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What You Receive
✓Personal financial plan & roadmap
✓Cash flow analysis & budgeting
✓Retirement income projections
✓Risk assessment & insurance review
✓Scenario modeling & stress testing
✓Goal tracking dashboard
✓Annual plan refresh & review

Investment Management

Open-architecture portfolios, disciplined asset allocation, tax-loss harvesting, and access to alternatives and private markets where they fit. Built around the life the portfolio is meant to support.

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What You Receive
✓Custom portfolio construction
✓Ongoing tax-loss harvesting
✓Alternative investment access
✓24/7 portfolio surveillance
✓Quarterly performance reporting
✓Rebalancing & drift management

Tax Strategy

Proactive planning integrated with your investments, your business, and your estate. Multi-entity and multi-state complexity, handled in conversation with your CPA — or in-house where it makes sense.

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What You Receive
✓Year-round proactive tax planning
✓Individual & entity tax preparation
✓Multi-state tax coordination
✓Estimated tax payment scheduling
✓Charitable giving optimization
✓Stock option & RSU tax strategy
✓Roth conversion analysis

Estate & Continuity

Wealth transfer, trust design, charitable vehicles, and succession planning. Continuity is the word we keep returning to — both material and immaterial.

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What You Receive
✓Estate plan review & coordination
✓Trust design & administration
✓Wealth transfer strategy
✓Beneficiary planning
✓Business succession planning
✓Attorney & CPA coordination
✓Annual estate plan check-up

Philanthropic Advisory

Giving that reflects your values and holds up to scrutiny — donor-advised funds, private foundations, charitable trusts, and impact frameworks when you want them.

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What You Receive
✓Philanthropic mission statement
✓Donor-advised fund management
✓Private foundation support
✓Charitable trust structures
✓Impact measurement reporting
✓Tax-efficient giving strategy
✓Next-gen philanthropy education
The Kanan Process
i.

Getting to know you.

Three short conversations. No pressure, no commitments. We make sure we’re the right firm before you ever sign anything — and we listen for what your wealth is actually meant to do.

  • Meeting 01
    Meet
    A short fit conversation. If we’re not right for you, we’ll tell you who is.
  • Meeting 02
    Listen
    Family, business, ambitions, the things that keep you up. Before any plan, the picture.
  • Meeting 03
    Define
    We translate the conversation into specifics — what you want, what you’d trade.
ii.

Building the plan.

We do the work behind the scenes — designing your financial architecture and coordinating your other advisors — then bring it back to you, in plain language.

  • Internal
    Architect
    Tax, investment, estate, cashflow, insurance — designed as one system. We meet with your CPA & attorney so nothing is disconnected.
  • Meeting 04
    Empower
    A walk-through of the plan with an educational layer — you understand every move, not just approve it.
iii.

Living it together.

The plan is a conversation, not a document. We carry the work day-to-day, watch quietly in the background, and adjust as your life unfolds.

  • Kanan-Led
    Implement
    We coordinate every move — CPA, attorney, banker, insurance — through one quarterback so nothing falls between the seams.
  • Ongoing
    Steward
    AI watches the data 24/7. We watch the life. Plans evolve as chapters change — and we evolve with them.
Start with Virtual Discovery

Next Step

Every plan starts with
a conversation.

Tell us about your situation. We'll listen first, then show you how an integrated approach can simplify everything.

Schedule a Call