Who we serve
High Net Worth Families
Wealth management is a team sport. We make sure the team is actually playing together.
We're financial strategists built for high net worth families, specializing in wealth preservation and growth across generations.
We don't work in a vacuum. Our team collaborates with your attorneys, financial advisors and other professionals — replacing the shortsighted, lone-wolf approach with something sharper and more synced.
We listen, adapt, and focus on what keeps your family's wealth working: outsmarting tax hurdles, optimizing cash flow, and making sure every move aligns with the broader ambition.
What that looks like
Strategic Wealth Management for High Net Worth Families
- Multi-generational tax and transfer planning
- Coordination with attorneys and wealth advisors
- Entity and trust structure review
- Cash flow optimization across holdings
Also specialized in
Construction Companies
From job costing to cash flow, specialized support to uncover hidden margin and strengthen your financial foundation.
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Real Estate Investors
Leverage, depreciation, cost segregation and 1031s — strategy that raises returns and keeps the portfolio efficient.
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NIL Athletes & Families
Name, Image and Likeness contracts bring real tax and liability exposure. We bring clarity before it costs you.
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Wineries & Viticulture
The tax code treats viticulture as both agriculture and manufacturing. That unlocks incentives most firms never claim.
Learn moreTwenty minutes with a Mainstay team member.
No form maze, no funnel. Tell us what the business is and where you want it to go. If we can help, we'll say how. If we can't, we'll say that.
Hudson, OH 44236