Your financial life is complex. Your plan shouldn't require a PhD to understand.
You've outgrown simple financial advice. Your tax situation spans multiple entities and states. Your attorney, CPA, and investment advisor haven't spoken in months. Your estate plan was written when your net worth was a fraction of what it is today.
Nobody is connecting the dots. You make decisions in isolation — that marketing spend reduces your tax bill but costs you investment discipline. The life insurance you bought years ago no longer matches your estate strategy. You're leaving money on the table without knowing it.
A fragmented advisory team feels like luxury until you realize it's working against you. The real cost isn't the fees — it's the missed coordination, the duplicated work, the blind spots.
Pain Point
Fragmented advisory. No coordination between CPA, attorney, and wealth advisor.
Pain Point
Tax surprises. Decisions made in isolation cost you thousands in wasted tax efficiency.
Pain Point
Outdated plans. Your strategy doesn't reflect your current wealth or life stage.
Pain Point
Unknown gaps. Insurance, estate, and liquidity risks hiding in plain sight.
Kanan has guided founders through exits, athletes through career transitions, families through generational wealth transfers. We understand the tax complexity of multi-entity structures. We've coordinated with your legal team to make sure nothing falls through the cracks.
Our founders are both CPA and CFP®-certified. We speak the language of tax law, fiduciary responsibility, and investment strategy. We see where your advisors' jurisdictions overlap — and where they conflict.
But more importantly: AI-driven monitoring catches what humans miss. Our systems watch your portfolio, your tax situation, and your plan 24/7. When something drifts out of alignment, we catch it before it costs you.
Tax law and financial planning expertise combined.
Track record managing complex wealth for entrepreneurs and families.
24/7 systems catch drift before it becomes costly.
We speak with your attorney and CPA, not against them.
We build a complete picture of your financial life: all income sources, assets, entities, obligations, tax exposure, insurance gaps, and current estate documents. Nothing hidden. Nothing assumed.
AI-powered scenario modeling answers the hard questions: What if markets drop 30%? What if you sell the business? What if you live to 95? What if the tax laws change? We test your plan against reality.
A written plan with specific moves, in the right sequence, coordinated across your entire advisory team. Tax moves integrated with investment decisions. Estate strategy aligned with liquidity needs. One coherent plan.
Your plan evolves as your life does. AI monitors 24/7. Your advisor reviews quarterly. Nothing falls through the cracks. When markets move, when life changes, when tax law shifts — we adapt.
Tangible outputs you own. Not just a conversation. A complete roadmap for your financial life.
"Your company is your biggest asset. We make sure it's not your only plan. We prepare you for liquidity events and structure your personal wealth to complement, not conflict with, your business exit strategy."
"You have liquidity. Now you need a strategy that outlasts the excitement. We turn a windfall into a lasting foundation for your family and legacy."
"Peak earnings don't last forever. Your plan should. We align your money with the reality of your earning window and build wealth that sustains your family long after your career peaks."
"Wealth that endures requires coordination. Not just good intentions. We orchestrate the conversation between your wealth, your values, your next generation, and your legacy."
"RSUs, options, deferred comp — we untangle it so you don't have to. We optimize your total wealth picture, not just your salary, and coordinate your personal and corporate financial lives."
"Complex wealth demands sophisticated coordination. We bring institutional-grade planning to your personal situation, with the relationship depth that matters most."
"Without a coordinated plan, decisions made in isolation cost you more than you realize — in taxes, in missed opportunities, in sleepless nights."
That's the gap we close. The coordination that makes the difference.
Tell us about your situation. We'll listen first. Then we'll tell you what we see — clearly, without jargon, and without pressure.
30 minutes. No obligation. No sales pitch.