Services
Services for Business Owners: Built From the Trenches
30+ Years of Grit, Global Reach, and AI Precision
You’ve built a business. I’ve spent decades building wealth through markets, deals, and real-world wins. Together, we’ll secure your future—yours, your company’s, and your family’s. Here’s how:
- Wealth Creation Blueprint
- Craft a custom growth engine: AI crunches multi-market data, I pick the winners—stocks, options, or private deals. Your wealth compounds while you run the show.
- Business Continuation Playbook
- Lock in your legacy. I’ll structure funding, succession plans, or buy-sell agreements with my start-up and banking know-how, keeping your operation humming past your tenure.
- Family Investment Framework
- Set your kids or spouse up right. I’ll design diverse, global portfolios—think stocks, real estate, or start-ups—blending AI’s foresight with my eye for long-term bets.
- Executive Benefits Overhaul
- Keep your top talent loyal. I’ll roll out deferred comp plans, stock options, or bespoke perks, using my investment management chops to make them irresistible—and tax-smart.
- Risk Management Armor
- Protect what you’ve built. AI flags threats across markets, I deploy hedges or insurance plays from my options trading days. No surprises, just control.
- Estate Planning Edge
- Pass it on, minus the mess. I’ll weave trusts, tax tricks, and multi-market assets into a plan—30 years of deal-making means your wealth lands where you want it.
- Cash Flow Amplifier
- Free up capital without breaking a sweat. I’ll tap my funding experience and AI’s analytics to refinance, restructure, or spot arbitrage—your money works harder.
- Multi-Market Expansion Scout
- Grow beyond borders. I’ll use global contacts and AI to pinpoint overseas markets or ventures, scaling your business or investments with precision.
- Start-Up Incubator for Owners
- Got a side hustle or succession idea? I’ll fund it, shape it, and grow it—drawing on my start-up wins and AI’s trend-spotting to keep risk low and upside high.
- Crisis-Proof Portfolio Tune-Up
- Your wealth, stress-tested. I’ll blend diverse assets—stocks, options, globals—with AI’s real-time tweaks and my market scars to weather any storm.
Why This Works for You
I’ve walked the walk—30 years in the ring, from Wall Street to start-up garages. Add AI’s relentless number-crunching and a playbook that spans markets, and you’ve got a partner who doesn’t just advise—he delivers. For your business, your family, your peace of mind. Let’s Build It (#)