Structuring exits with an eye toward tax efficiency to preserve more of what you’ve built.
Family Office
A streamlined approach to complex wealth
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Simplifying Family Wealth
Your Financial Life. Fully Integrated.
EdgeRock brings together every dimension of your financial world—from investments and tax strategy to multigenerational wealth planning—all under one coordinated plan. Designed for households with complexity, our approach simplifies decision-making and gives you back time, clarity, and control.
This is what wealth management looks like when it works in harmony.
Unified By Design
A seamless advisory experience
We coordinate all the moving parts—so you don’t have to. A single team handles every aspect of your financial world with care, clarity, and experience.
Financial Planning
Portfolio Management
Tax Strategy
Estate Planning
Philanthropy
Exit Planning
Private Investing
Tax Preparation
Business Advisory
Family Governance
Insurance Advisory
Liquidity Solutions
Business Strategy
Translating valuation into a financial strategy
For many families, the business isn’t just an asset. It’s the engine behind their wealth. Advising active business owners requires more than investment management. It demands an integrated approach that connects the company to the rest of the financial picture.
We work alongside business owners to help align operational decisions with long-term personal and family goals—bringing clarity to complexity while reducing avoidable risk.
Entity Structure & Tax Planning
Entity structure has meaningful implications for taxation, cash flow, and exit flexibility. We help evaluate ownership arrangements, compensation strategies, and income flows to support efficient wealth accumulation while adapting to business growth.
Risk Management
Concentration risk is an inherent part of business ownership. We help identify exposures—operational, financial, and personal—and coordinate appropriate insurance and risk-management strategies designed to protect both the business and the family balance sheet.
Personal Wealth Transition
A strong business valuation doesn’t automatically translate into personal financial security. We help owners plan for liquidity events—whether partial, gradual, or complete—by coordinating investment strategy, tax planning, and cash-flow design to convert enterprise value into lasting personal wealth.
Planning for What’s Next
Whether the goal is continued growth, succession, or an eventual transition, we help owners think ahead—so decisions made today support flexibility, opportunity, and control tomorrow.
Exit & Succession Planning
Planning beyond your business
For many business owners, the company represents both their life’s work and their largest financial asset. Exit and succession planning ensures that when the time comes—whether through sale, transition, or gradual step-back—the value you’ve built can be converted into long-term personal wealth.
By coordinating business strategy, tax planning, and investment design, we help owners plan for what comes next with clarity and intention.
Maximizing After-Tax Value
Timing & Optionality
Preparing early to expand your choices—rather than being forced into a decision by circumstance.
Personal Wealth Transition
Aligning liquidity events with income planning, portfolio design, and long-term goals.
Continuity & Legacy
Addressing succession for partners, employees, or family members to ensure a thoughtful transition.
Philanthropy Planning
Building an impactful legacy
Philanthropy is most powerful when it’s approached with the same care and discipline as the rest of your financial life. Rather than treating giving as an afterthought, we help clients design charitable strategies that align with their values, support the causes they care about, and integrate seamlessly with their broader wealth plan.
At EdgeRock, we view philanthropy as both an expression of purpose and a planning opportunity—one that can create meaningful impact while enhancing tax efficiency and long-term flexibility.
We help evaluate and implement charitable tools such as donor-advised funds, charitable trusts, and foundation strategies—each designed to support different goals around control, timing, and legacy. The right structure can simplify administration, improve tax outcomes, and provide clarity for both donors and beneficiaries.