$1M+ Investable Assets

Tax-Aware Wealth Management

Fee-only fiduciary stewardship for established families and professionals who want their portfolio, tax bill, and legacy plan managed as one coordinated system.

How We Serve the $1M+ Household

Integrated Portfolio, Tax & Planning

Direct-Ownership Core Portfolio

A disciplined portfolio of 30–40 individual U.S. stocks, index funds, and investment-grade bonds, managed to reduce fund expenses and unnecessary turnover.

Tax Projections & Coordination

Forward-looking tax planning with your CPA during the May–July planning window, including capital-gain budgeting, Roth conversion analysis, and distribution timing.

Concentrated Stock Strategies

Tax-budgeted unwinding of single-stock positions, IPO shares, and inheritance holdings using a non-correlated, direct-stock wrapper to manage risk.

Liquidity-Event Preparation

Business sale, IPO, and substantial-inheritance planning that coordinates corporate tax, legal, and personal balance-sheet preparation before the transaction closes.

Multi-Generational Transitions

Biannual plan reviews, 529 education account monitoring, Pledged Asset Lines, and coordination with your estate attorney for trust implementation.

Threshold Fee Pricing

A single advisory rate capped at 0.95% for $1M–$10M portfolios that drops as your balance crosses meaningful milestones, not a bracketed schedule.

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Confidential Initial Consultation

We offer a confidential initial consultation with absolutely no obligation. This is an opportunity to discuss your balance sheet, investments and tax priorities, and to mutually determine if Tilia is the right fit for your family.

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