Your CPA files the returns. Your attorney drafts the documents. Your wealth manager manages the portfolio. Each is paid for a task. SylKi asks the question underneath them, and designs the structure that fits your answer.
Work with us on an ongoing basis, or start with a fixed-fee engagement.
It starts with a conversation. You tell us what's working, what isn't, what you're proud of, and what you want, for now, for the next decade, and for the generations after you.
From there we recommend what fits your priorities and help carry it out: designing the structure, coordinating your advisors, and adjusting as things change. The work is scoped to your family, and it can begin directly or after one of the engagements below.
Each engagement starts with an intake conversation, ends with a debrief call, and Kyle reviews every deliverable in between. The debrief is also where we talk about what, if anything, comes next.
How you own what you've built was decided one decision at a time, and has never been looked at as one structure.
A written recommendation you forward to your CPA, tax attorney, and transactional attorney.
Your estate plan was built for an earlier version of your life. Does it still fit?
A written review of where it holds, where it has drifted, and what to raise with your attorney.
Capital has built up, or a sale just released it, and nothing says what it's for.
A written framework: what to decide first and who to involve.
You expect to sell, transfer, or step back someday and don't know how ready you are.
An exit planning assessment, informed by Kyle's Certified Exit Planning Advisor (CEPA) credential: where you stand and a ranked list of what to do first.
You're weighing an acquisition and want a second look before you commit.
We run the deal through our Fit, GRiT, and Risk framework and write up what's been checked, what hasn't, and what could go wrong.
We're not attorneys or CPAs, and we don't draft legal or tax documents. We recommend the structure that fits what you want and, once you decide, work with your advisors to put it in place on your behalf.
"I'm helping entrepreneurs keep their main thing the main thing — staying ready for what's now, so they don't have to get ready for what's next."
Most people arrive with one specific problem. We'll say which engagement fits, or whether none of them do.
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