THS ASSESSMENT APPLICATION
Preserve Your Family Capital With Institutional-Grade Tax & Estate Strategy
The THS Assessment is a private, 1:1 strategy review for families and business owners with $1M+ net worth. In 30–45 minutes, we map hidden tax exposures, estate gaps, and liquidity risks—then outline a clear path to protect and compound your wealth across generations.
- Designed for net worth of $1M–$25M+ (individuals and closely held businesses)
- Objective review of tax, insurance, and estate structures—no obligation to move assets
- Delivered by licensed professionals with advanced planning and risk-transfer expertise
No fee. No sales pressure. Just a clear, professional assessment of where you stand—and what’s possible.
Average review time: 30–45 minutes on Zoom or phone.
Request Your Private THS Assessment
Share a few details so our team can confirm fit and coordinate your consultation.
Confidential. Your information is encrypted and never sold or shared.
BUILT FOR SOPHISTICATED FAMILIES & OPERATORS
Is the THS Assessment Right for You?
Most clients come to us already working with CPAs, attorneys, and advisors. The Assessment sits on top of that ecosystem to uncover opportunities that are often missed between silos.
Who this is for
- Business owners planning a liquidity event or succession
- Families with $1M–$25M+ net worth seeking multi‑generational structure
- Real estate and closely held business owners with concentrated risk
- High earners looking to convert income spikes into durable capital
What we assess
- Estate & liquidity planning relative to your objectives
- Tax drag across entities, trusts, and personal cash flow
- Existing insurance structures and risk-transfer efficiency
- Alignment between operating, personal, and legacy capital
What you leave with
- A concise written summary of key risks and opportunities
- Clarity on the gap between your current and desired structure
- Specific, coordinated next steps you can implement with your team
- The option (not obligation) to explore a THS implementation engagement
A DISCRETE, STRUCTURED REVIEW
How the THS Assessment Works
You are busy. The Assessment is engineered to deliver maximum signal with minimal friction—while respecting the privacy and complexity of your world.
Typical outcomes: reduced long‑term tax drag, better use of insurance as a planning asset, and more confident family decision‑making.
Step 1 — Application
You share basic information about you, your family, and your primary planning priorities. No account statements or tax returns are required at this stage.
Step 2 — Live Strategy Session
In a 30–45 minute conversation, we walk through your current structure, pressure‑test assumptions, and highlight where strategy and structure are misaligned.
Step 3 — Written Findings & Next Steps
You receive a concise summary of observations, with a small number of high‑leverage recommendations. You can implement with your existing advisors, or explore a deeper engagement with our team.
THS Assessment Application
Please complete the short application below. We use this information to confirm that the THS Assessment is a good fit and to prepare for a substantive first conversation.
- Ideal for households and businesses with $1M+ net worth
- We will never sell or rent your data—period
- You are not committing to move assets or change advisors
What we will ask for: First Name, Last Name, Email, Phone, Date of Birth, City, and State so we can tailor the conversation to your specific tax and legal environment.
Confidential Application
Takes less than 3 minutes to complete.
By submitting, you consent to receive scheduling communication related to your Assessment. You may opt out at any time.
FREQUENTLY ASKED
What sophisticated families ask before engaging
If you prefer, you may have your existing advisor join the Assessment conversation so that everyone is aligned on your objectives and constraints.
Is this a sales call?
The THS Assessment is structured as a professional review, not a scripted sales presentation. Our goal is to understand your current structure, surface meaningful opportunities, and determine if there is a mutual fit for deeper work. Many families simply take the findings back to their existing advisory team to implement.
What does it cost?
There is no fee for the Assessment. It is our way of earning the right to a longer‑term relationship. If we both decide to explore a planning or implementation engagement, we will outline the scope and economics clearly before any work begins.
Do I need to change my current advisors?
No. In most cases, we complement—not replace—your existing team. We often collaborate with your CPA, estate attorney, and investment advisors to coordinate strategy across entities, jurisdictions, and generations.
How is my information protected?
We collect only the information necessary to conduct a thoughtful review. Data is stored in secure, encrypted systems, and we do not sell or rent your information—ever. If you choose not to move forward, you can request that we delete your information from our systems.
What if I’m not sure my net worth qualifies?
If you are unsure, you are still welcome to submit an application. If it turns out that another resource is better aligned with your situation, we will point you in the right direction whenever possible.
Protect what you’ve built—and what comes next.
If you oversee meaningful capital—for your family, your partners, or your employees—you owe it to them to ensure your structure matches your ambitions.
Prefer to start with a brief email introduction? Reply with your name, city, and state and we will follow up with next steps.