The independent fiduciary firm for executives navigating acquisitions, IPOs, change-of-control payments, and the moments that define a career.
The year around a liquidity event contains more high-stakes financial decisions than the prior decade combined. Lake House exists to make sure those decisions get made in the right order — with the right professionals at the table, before the planning windows close.
Named to USA TODAY's Best Financial Advisory Firms 2026, compiled by Statista.
For executives whose company is being acquired, taken public, or undergoing a change-of-control event.
Learn more ›For leaders building wealth through a stack of RSUs, ESPP, NQDC, options, and performance shares.
Learn more ›The through-line coordinating investments, tax, estate, and retirement across the arc of a career.
Learn more ›For executives and business owners optimizing company plans — contributions, mega-backdoor Roth, and plan design.
Learn more ›Most clients engage through one door — usually an acute event. But the relationship that follows touches the others: an acquisition client stays for equity coordination and planning through pre-retirement.
These practices aren't separate offerings. They're the lifecycle of an executive's relationship with Lake House.
If your situation lives in one of these practices, we'd value a conversation. No pitch. No obligation.
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