High Stakes Transitions

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"Every major life change is a moment of financial truth — and with the right partner, it becomes a moment of opportunity." — Jack Sullivan, Director of Wealth Advisory

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

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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

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