Life sciences and biotech professionals often experience unique financial challenges that traditional planning doesn’t fully address:
- Equity-heavy compensation – Stock options, RSUs, and milestone-based bonuses can create sudden and significant tax events.
- Volatile career paths – Start-up environments, acquisitions, and IPOs bring both opportunity and uncertainty.
- High cost of living pressures – Balancing housing costs, family needs, and aggressive savings goals in expensive biotech hubs.
- Complex tax situations – Multi-state filings, international collaborations, and AMT exposure are common in this field.
- Impact-driven goals – Many want their wealth to reflect their values, whether that’s funding research, supporting causes, or creating a family legacy.
Our role is to help you make confident, informed financial decisions so you can focus on advancing science without financial stress holding you back.
How We Help
We provide a specialized, multi-step process built for your industry realities:
- Equity Compensation Planning
- Cash Flow & Lifestyle Planning
- Integrated Tax Coordination
- Estate & Legacy Alignment
Our Planning Process
- Right Fit Meeting – Ensure our personalized process aligns with your needs.
- Discovery – Understand your career path, goals, benefits, and financial complexities.
- Data Verification – Confirm your assets, cash flow, and risk profile.
- Initial Implementation – Deliver actionable recommendations and begin execution.