Our Expertise
Top talent.
Collective wisdom.
We pair the best subject matter experts across every discipline — and continuously innovate across our families — so every client gets the benefit of the whole.
If you want someone who has been there before, but never gets stuck in their ways — that’s us.
EXIT PLANNING
ASSET ALLOCATION
FAMILY PLANNING
ESTATE PLANNING
TAX STRATEGY
01 — Core Expertise
Exit Planning &
Liquidity Strategy
Most business owners spend 20 years building a company — and 6 months planning the exit. That gap costs millions. We start planning the exit from the beginning, so that when the moment arrives, every dollar is protected and every option has been considered.
Pre-Exit Structuring
The most powerful exit strategies are built years before the sale. We work alongside business owners to establish the right entity structure, optimize ownership for tax exclusions, and position the business so that the exit is as financially efficient as possible. This includes evaluating S-Corp vs. C-Corp classification, QSBS eligibility, and family gifting strategies to move equity at lower values before the event.
Tax-Advantaged Exit Vehicles
A business sale without strategic tax planning can result in losing 30–40% of proceeds to taxes. We deploy a range of integrated tools — charitable vehicles, trust structures, installment strategies, and qualified opportunity strategies — to dramatically reduce the tax hit and maximize what the family walks away with. Every strategy is modeled against your specific scenario before any commitments are made.
Post-Exit Wealth Deployment
What happens after the wire clears is equally important. Many business owners are ill-prepared for the transition from operator to investor — and make costly decisions in the first 12 months. We build a comprehensive post-exit investment thesis that aligns with your income needs, risk tolerance, legacy goals, and giving intentions from day one.
Acquisition & Roll-Up Advisory
Not every exit is a sale. Some clients exit by acquiring — rolling up companies, building platforms, or engineering inbound acquisitions at favorable valuations. Our team brings advisory experience to the buy-side and sell-side of transactions, helping clients navigate valuation, structure, and post-close integration from a financial planning perspective.
The New City Difference
“We don’t just help you close the deal. We help you decide whether to close it, when to close it, how to structure it, and what to do with every dollar the moment it lands.”
02 — Core Expertise
Asset Allocation &
Endowment Approach
We manage wealth the way institutional endowments do — with diversification across multiple asset classes, exposure to private markets, and a long-term lens that prioritizes real purchasing power over short-term performance.
Hard Assets
The world’s most durable stores of value
Paper assets are vulnerable to inflation, currency devaluation, and political risk. Hard assets — real estate, farmland, infrastructure, and operating businesses — hold intrinsic value regardless of what markets do. They produce income, appreciate over time, and protect against the forces that quietly erode paper wealth. Every serious family portfolio needs a meaningful hard asset allocation. It’s not a hedge — it’s a foundation.
- agsdix-fas fa-checkReal estate (direct & syndicated)
- agsdix-fas fa-checkFarmland & agricultural assets
- agsdix-fas fa-checkInfrastructure & energy
- agsdix-fas fa-checkOperating businesses
- agsdix-fas fa-checkCommodities & precious metals
Alternative Assets
Beyond the public markets
The wealthiest families in the world allocate significant portions of their portfolio to assets that aren’t traded on exchanges — private equity, real estate, oil & gas, infrastructure, and more. We build your portfolio with the same institutional toolkit, customized to your liquidity needs and time horizon.
- agsdix-fas fa-checkPrivate equity & venture
- agsdix-fas fa-checkReal estate & REITs
- agsdix-fas fa-checkOil & gas tax equity
- agsdix-fas fa-checkDelaware Statutory Trusts (DSTs)
- agsdix-fas fa-checkInfrastructure & income assets
Liquid Portfolio Management
Active, tax-aware management
Our liquid portfolio management integrates equity strategies, fixed income, and derivative income tools with a relentless focus on after-tax returns. We don’t just manage what you earn — we manage what you keep. Covered call strategies, tax-loss harvesting, and values-aligned screening are standard parts of our process.
- agsdix-fas fa-checkGlobal equity strategies
- agsdix-fas fa-checkFixed income & income planning
- agsdix-fas fa-checkInfrastructure & energy
- agsdix-fas fa-checkTax-loss harvesting
- agsdix-fas fa-checkValues-aligned (CKA® guided)
Endowment
Style portfolio construction — hard assets, alternatives, liquid, and tax-efficient vehicles working together as one picture.
Tax-first
Every allocation decision is run through a tax lens — because after-tax return is the only return your family keeps.
Fiduciary
100% fee-only. No commissions, no products. Every recommendation exists because it’s right for you.
Our Approach
Endowment-style thinking
for family wealth
New City ENDOWMENT APPROACH
- agsdix-fas fa-check-circleHard Assets
- agsdix-fas fa-check-circleAlternative Assets
- agsdix-fas fa-check-circleLiquid Managed Assets
- agsdix-fas fa-check-circleLow-Cost Index Funds
- agsdix-fas fa-check-circleTax Efficient Assets
- agsdix-fas fa-check-circleCash & Short-Term Reserves
Our endowment approach mirrors how elite university endowments and sovereign wealth funds manage capital — with meaningful diversification across alternative assets, private markets, and tax-efficient vehicles that most families never access.
We focus on alternative assets and an endowment-style portfolio approach integrated with comprehensive tax strategy. Everything is connected — the way it should be.
Alternative Assets Access
Private deal flow, real estate strategies, oil & gas tax equity, DSTs, and private equity opportunities typically reserved for institutional investors.
Covered Call & Derivative Strategy
Derivative options income strategies and covered call programs to generate yield on concentrated positions and equity holdings.
Tax-Integrated Portfolio Management
Every investment decision run through a tax lens — loss harvesting, QBI optimization, QSBS qualification, and NOL utilization working in concert.
Values-Aligned Investing
Portfolios screened and aligned with your personal values, faith, and mission — without sacrificing returns or diversification.
Low-Cost Index Funds
Not every dollar needs to be actively managed. We deploy low-cost index funds as the efficient, tax-aware core of your liquid portfolio — broad market exposure at minimal expense ratios, keeping more return in your pocket.
Risk Management Structure
Protecting what you’ve built is as important as growing it. We model downside risk, diversify concentrated positions, and build hedged portfolios designed to withstand inflation, political risk, dollar devaluation, and market shocks. Asset allocation is always designed around your full picture — business, real estate, liquidity needs, and life goals.
Post-Exit Founder Income Portfolios
After a liquidity event, the mission shifts from building wealth to living from it. We design income-focused portfolios specifically for post-exit founders — generating reliable, tax-efficient cash flow from your assets so your lifestyle is funded without depleting your principal or compounding risk.
The Data
Why private markets
change the picture
We manage wealth the way institutional endowments do — with diversification across multiple asset classes, exposure to private markets, and a long-term lens that prioritizes real purchasing power over short-term performance.
$3.96
Private equity $1 grew to
(2015–2024)
vs. $3.51 for the S&P 500 over the same period. Private markets delivered more wealth per dollar invested.
87%
of US companies with
$100M+ revenue are private
Most economic growth and wealth creation in America is happening outside public markets. Public-only portfolios miss the majority of opportunity.
~50%
Decline in US public
companies since 1997
From ~8,800 listed companies to under 4,000 today. Public markets are shrinking. Private markets are where growth is happening.
+3.8%
Buyout fund excess return
vs. public markets
Net of all fees, for vintages 1994–2024 — a sustained, long-term premium over public equities.
5, 7, 10 yrs
US private equity
outperforms S&P 500
Across trailing 5-, 7-, and 10-year intervals. Short-term noise doesn’t change the long-term signal.
$65T
Projected private
market AUM by 2032
The largest institutional investors in the world have been moving this direction for decades. Families should too.
DATA SOURCES
Hamilton Lane — 2025 Market Overview. $1 invested in private equity in 2015 grew to $3.96 by 2024, vs. $3.51 for the S&P 500.
Apollo Global Management / Apollo Academy — 87% of US firms with revenue greater than $100M are private. S&P Capital IQ, April 2024.
American Investment Council / Landmark Wealth Management — US publicly traded companies declined from ~8,800 in 1997 to under 4,000 by end of 2024.
Lester, O’Shea & Warren — “Has Private Equity Outperformed Public Equity?” Journal of Private Markets Investing, Fall 2025. Buyout fund excess returns of 3.8% annualized net of fees, vintages 1994–2024.
Commonfund — Private Equity 2024 Year in Review. US private equity outperforming S&P 500 in trailing 5-, 7-, and 10-year intervals.
Landmark Wealth Management / Preqin — Global private market AUM projected to reach $65 trillion by 2032.
Past performance does not guarantee future results. Private market investments involve illiquidity risk and are not suitable for all investors. Statistics cited are for illustrative and educational purposes only. This does not constitute investment advice. Consult your New City advisor for guidance specific to your situation.
03 — Core Expertise
Family Financial
Planning
Wealthy families face a complexity that standard financial planning tools aren’t built for. Multiple businesses, multiple real estate holdings, complex income streams, family dynamics, and the next generation all sitting inside the same plan. We focus in connecting you with the right estate attorneys and helping guide the process.
Always improving
Risk Management & Protection
One catastrophic event — disability, death, litigation, a market shock — can undo a generation of wealth building. We conduct a fiduciary review with your attorney of your risk profile and recommend a comprehensive protection architecture across life, disability, liability, property, and business risk — without commission-driven recommendations.
Always improving
Next-Generation Preparation
Wealth doesn’t transfer well when values don’t transfer first. We work with families to help think through financial education programs for the next generation — age-appropriate frameworks that teach stewardship, investing, giving, and the responsibility that comes with significant wealth. We also can facilitate family governance conversations and family mission statements.
Always improving
Strategic Philanthropy
Giving is not separate from planning — it’s central to it. We integrate your philanthropic goals into your financial plan from the start, using donor-advised funds, charitable remainder trusts, family foundations, and direct giving strategies that work with your tax plan, not against it.
The Family CFO Model
"Most families have good financial advisors — but too often those advisors are incentivized toward what they sell, stretched across disciplines they don't fully own, or simply haven't worked with families at your level of complexity. We serve as the Family CFO — the single point of integration across every financial dimension of your life."
We coordinate with your CPA, your attorney, your insurance broker, and your estate planner — ensuring every decision is made with full context and zero conflicts. And when your family grows into new territory, we have trusted partners across every discipline ready to grow with you.
- agsdix-fas fa-check-circleAnnual family financial review
- agsdix-fas fa-check-circleQuarterly advisory check-ins
- agsdix-fas fa-check-circleCoordinated advisor network
- agsdix-fas fa-check-circleOn-call financial guidance
- agsdix-fas fa-check-circleNext-gen education programming
04 - Core Expertise
Estate Planning &
Legacy Architecture
A great estate plan isn’t just a set of documents — it’s an architecture. It reflects your values, protects what you’ve built, and ensures that wealth passes to the people and causes you care about with minimal friction, maximum efficiency, and lasting impact.
01
Trust & Entity Architecture
We work with your estate attorney to design and populate the right trust and entity structures for your family — revocable living trusts, irrevocable trusts, QPRTs, SLATs, family LPs, and WY holding companies. We coordinate the financial planning layer so the structures actually work as intended.
02
Estate Tax Mitigation
Federal estate tax exemptions change — and the gap between your estate value and the exemption can cost families tens of millions in a single generation. We model your projected estate value, map out the tax exposure, and deploy strategies that shift value to heirs and causes now, at lower transfer costs, before the exemption window closes.
03
Asset Protection
The best estate plan doesn’t just transfer wealth — it protects it first. We design asset protection structures that insulate family wealth from litigation, creditor claims, and business risk. Wyoming LLCs, family limited partnerships, and domestic asset protection trusts are among the tools we evaluate for each family’s situation.
04
Charitable Legacy
Your legacy includes what you give. We integrate charitable giving into your estate architecture so that philanthropy isn’t an afterthought — it’s a structural element of your plan that reduces your estate, fulfills your mission, and models generosity for the next generation.
05
Business Succession
Who takes over? How is it valued? How is it transferred — and at what tax cost? Business succession is one of the most complex financial events a family faces. We plan it in advance, structure it correctly, and ensure the transition serves both the retiring generation and the one stepping up.
Estate Planning Insight
“The federal estate tax exemption is not permanent. Families that act now — while the window is open — can transfer significantly more wealth to heirs than those who wait.”
Not tax advice. Consult a qualified estate attorney and your New City advisor for guidance specific to your situation.
05 — Core Expertise
TaxSmart Strategy &
ClearPath Planning
Tax planning and wealth management are inseparable. We don’t treat them as separate disciplines — we treat every financial decision as a tax decision, and every tax decision as a financial one.
Intra-Year Tax Planning
Intra-Year Tax Planning
We don't wait until April to think about taxes. Our team monitors your income, gains, and deductions throughout the year — adjusting strategies in real time to minimize your tax liability before it's locked in. This proactive approach consistently produces significantly better outcomes than reactive year-end planning.
Entity & Income Optimization
Entity & Income Optimization
The structure of your business entities has profound tax implications. We evaluate your current structure against alternatives — S-Corp vs. C-Corp, management companies, partnership structures — and help you implement the combination that minimizes your overall tax burden across income, self-employment tax, and benefits.
Charitable Tax Integration
Charitable Tax Integration
Giving strategically is giving twice. We coordinate your philanthropic intent with your tax plan — using donor-advised funds, charitable remainder trusts, and direct charitable giving at the right moment in your income cycle to maximize both your impact and your deduction.
CPA Coordination
CPA Coordination
We don't replace your CPA — we make them dramatically more effective. We bring the planning intelligence so your CPA can execute with precision. The result is a seamless hand-off between strategy and compliance.