High Stakes Transitions
Marriage, career changes, family formation...these are high stakes financial changes that should be executed with care
Financial planning for couples, business owners, and families undergoing major changes
Cash flow and investment management to extend runway and navigate financial shocks
Tax strategy and optimization for significant windfalls like IPOs and liquidity events
Here's how Titan can help
Family Financial Coordination
Joint planning for married couples, including tax filing and strategy, account consolidation, and budgeting alongside an investment plan
Career Change
Strategic guidance for job transitions, severance optimization, benefit coordination during career moves, and financial planning for grad school (e.g., MBA, JD, MD)
Major Purchases & Life Events
Navigating your finances around big life changes like getting married, buying a home, starting a family, and moving to a new city
Liquidity & Succession Planning
Building and executing a financial strategy for your equity and business interests at IPO or M&A exit, to minimize taxes and maximize financial impact towards your goals
Inheritance
Managing multi-generational wealth, consolidating the inherited accounts left behind, and navigating the tax complexity of inheriting or passing wealth onto your heirs