Ty Summerlin, CFP®

My team helps families with highly concentrated wealth use the tools, strategies, and frameworks below to find clarity in complexity:*Financial Modeling & Scenario Planning:Easy-to-follow, step-by-step financial models tailored to your unique compensation structure (stock options, RSUs, phantom stock, carried interest, 10b5-1s), potential liquidity events (business sale, IPOs, M&A, sec 1202 small business stock), and company-specific valuations. Includes "what-if" scenarios for different outcomes. Value: Provides clarity and strategic foresight for complex financial situations common to families with concentrated wealth. Helps mitigate the unknown.*Pre- and Post-Liquidity Event Planning & Execution:Comprehensive guidance on optimizing capital gains taxes, diversifying concentrated stock positions, establishing philanthropic vehicles, and planning for substantial lifestyle changes before, during, and after a major liquidity event. Value: Maximizes your net proceeds and prevents costly mistakes during your most significant financial moments.*Advanced Estate Planning & Generational Wealth Transfer:Beyond basic wills and trusts, this includes complex strategies like GRATs, IDGTs, charitable remainder trusts, and private foundations to minimize estate taxes and ensure a lasting legacy for your families and chosen causes. Value: Protects your hard-earned wealth for future generations and minimizes tax erosion.*Private Equity & Alternative Investment Access:Access to a vetted network of private equity, venture capital, and alternative investment opportunities, allowing you to diversify and potentially leverage our industry expertise. Value: Provides exclusive investment opportunities beyond traditional markets, potentially accelerating wealth growth and aligning with your investment goals and values. *Concierge Financial "Quarterback" Service:We act as your central point of contact, coordinating with your other professional advisors (attorneys, CPAs, business managers, insurance agents) to ensure all aspects of your financial life are seamlessly integrated and optimized. Value: Saves you time, reduces stress, and helps ensure a cohesive financial strategy across all domains.*Philanthropic Strategy & Impact Investing Advisory:Description: Guidance on structuring impactful charitable giving, including donor-advised funds, private foundations, and direct investments in causes that align with your humanitarian values. Value: Helps you make a meaningful difference with your wealth, often with tax-efficient strategies.