Protect assets while preserving values
Disciplined oversight for complex wealth.
As an independent fiduciary we build integrated strategies across investments, tax planning, legacy design, and risk management to deliver objective guidance aligned with your interests.
High Net Worth
For ultra-high-net-worth individuals and families who require sophisticated, fully integrated wealth management.
Tax & Estate Planning
- Roth Conversion & Income Tax Strategies
- Trust Structures & Beneficiary Planning
- Asset Location & Tax-Loss Harvesting
- Generational Wealth Transfer Strategies
Investment Management
- Portfolio Construction & Asset Allocation
- Alternative Investments & Private Markets
- Concentrated Position Management
- Performance Reporting & Ongoing Monitoring
Business Owner & Liquidity Planning
- Pre-Sale Planning & Business Valuation Preparation
- Concentrated Equity & Diversification Strategies
- Executive Compensation & Deferred Compensation
- Business Succession & Continuity Planning
Philanthropic & Legacy Strategies
- Donor-Advised Funds
- Charitable Remainder Trusts & Charitable Trust Leads
- Charitable Giving as Part of Estate Planning
- Family Legacy & Values-Based Planning
Bringing it all together
Walk through an example of how we help high net worth clients reach their goals
Financially successful by every measure – but their wealth feels disorganized. And an upcoming liquidity event has made the mistakes feel much higher.
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They are increasingly aware of what they don’t know about taxes, estate structure, concentrated risk, and how to transfer wealth without creating entitlement or family conflict.
The estate attorney is not communicating with the CPA and no single advisor has ever seen the complete picture. Financial accounts are scattered across different institutions and they have wealth tied up in one place, unsure of how to diversify.
Columbus Street looks at the whole picture to create a financial ecosystem that aligns every decision and empowers your goals.
Keep more of what you earn. Do more of what you love.
Want to know more? Get in touch.
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