Advice for clients facing major capital gains decisions
If you are preparing to sell a business, evaluating appreciated real estate, or managing a concentrated stock position, we help you think through the planning decisions that can shape what comes next.
Who we help
- Business owners preparing for liquidity events
- Owners of appreciated real estate
- Executives, founders, and investors with concentrated stock
How we help
- Pre-sale planning
- Capital gains strategy coordination
- Concentrated stock diversification planning
- Tax-aware investment strategy
- Ongoing wealth management
Why Joseph Nelson
Joseph Nelson is a CFP® and CIMA® with experience at BlackRock and Eaton Vance serving high-net-worth clients. His practice focuses on helping successful clients address complex capital gains issues with thoughtful planning and long-term advisory support.