Who we are
Inflection is a partner-owned and independent multi-family office. Very few firms can say what our team can: we spent our careers inside institutions like BlackRock and Fidelity, working directly alongside hundreds of the most sophisticated single family offices in the country.
What we do
We take the playbook those families spent decades refining and pass it down to the people creating wealth today.
Much of first-generation wealth sits in a single concentrated position. We manage that risk directly, building hedging, staged diversification, and liquidity strategies around large, low-basis equity holdings. You also inherit our connectivity: the managers, structures, and relationships usually reserved for the largest single family offices. Investments, tax, estate, and governance in one cohesive ecosystem, without building a family office from scratch.
One team for your whole balance sheet
Inflection gives founders, operators, and technology executives a single, coordinated team for turning concentrated equity and ownership into diversified, tax-efficient, multigenerational wealth. Core services include:
- 01Concentrated and single-stock risk management
- Hedging, collars, variable prepaid forwards, exchange funds, and staged diversification for large, low-basis positions.
- 02Pre-IPO and equity compensation planning
- RSUs, ISOs and NSOs, QSBS qualification, 83(b) elections, 10b5-1 plans, and tender-offer strategy.
- 03Liquidity event planning
- Pre-transaction structuring, cash-flow design, and reinvestment strategy around a sale, IPO, or secondary.
- 04Tax strategy
- Tax-loss harvesting, asset location, entity structuring, and multi-state and California tax planning.
- 05Estate and generational wealth transfer
- Trust design, lifetime gifting, grantor and SLAT structures, and legacy planning built for growing wealth.
- 06Investment management
- Institutional-grade portfolios with access to boutique and alternative managers usually reserved for the largest family offices*.
- 07Philanthropy and charitable planning
- Donor-advised funds, charitable remainder trusts, and private foundations.
- 08Consolidated reporting and administration
- A single, real-time view of your entire balance sheet across custodians, entities, and asset classes.
Concentrated Stock Analytical Tool
Meet with the Inflection Team.
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