ANALOG IS process driven, objective & precise

core components of planning

tax strategy:

we specialize in tax efficient structure and tax minimization strategies

financial plan:

we will build bespoke financial plans and investment strategies to achieve your goals and build generational wealth

estate plan:

we create highly complex structures for high net worth clients to minimize capital gains and estate taxes in addition to simple living trusts

unconstrained investment advice across listed, private, digital, & alternative assets

conserve & build wealth with managed diversity

our core portfolios are liquid, low-cost, uncommonly diverse and custodied at goldman sachs

they offer lower expected volatility and drawdown without sacrificing growth compared to typical advisor models:

• evenly balanced asset mix (moderate)
• gold & silver
• us Real Estate Securities
• us treasury bonds
• high quality global stocks
• no credit risk or mutual funds
• low cost of ownership (20bps wtd avg expense ratio)
• no transaction fees
• liquid & marginable
• advisory fee: 0.6-1.0% p.a.

tax,asset management, estate, & risk alignment elevates your plan strategy

strategic Planning

• income replacement
• wealth preservation
• risk management
• transaction and exit planning

investment advice

• managed low volatility portfolios
• stocks, bonds, real estate and precious metals
• private market opportunities
• alternative investments
• investment due diligence

family office services

• tax planning
• liquidity & cash flow planning
• trusts & estate planning
• capital advisory
• 409a valuations

for the best results, consider planning early

early planning can make a huge impact on results later on

We love analog clients: nonconformist, gifted and irreverent value creators (>80% of our clients are founders)

we function as their end-to-end integrator across tax, finance, estate and legal services, meaning we manage multi-disciplinary planning from design through maintenance

our purpose is to streamline planning that maximizes and conserves value - often from corporate transactions or M&A

get help from experienced professionals

unconflicted advice

analog is a registered investment advisory firm serving founders (>80% of our clients) nationwide since 2020

our purpose is to integrate our own expertise with adjacent disciplines to maximize value realization and conservation

we stand apart through our values:

• no conflicts of interest
• no constraints
• high transparency

we stand apart for the practices we embrace and disavow:

• no mutual funds - stocks and ETFs only
• no products to sell
• no long-term credit risk
• no account or transaction fees
• truly diversified asset type coverage
• collaborative with outside advisors and specialists
• new investments deployed over time programmatically