Broker Check

Three specialties. One coordinated platform.

Most wealth advisors describe themselves as full-service. That's accurate but unhelpful — it tells a prospect everything and nothing simultaneously. Lake House is built around three specific bodies of work. If your situation lives in one of these, we'll do it better than a generalist. If it lives outside all three, we're probably not the right fit.

01 — M&A & Liquidity Event Planning

01 — M&A & Liquidity Event Planning

Lake House coordinates the 12-month window of decisions around an acquisition, IPO, or change-of-control event — pre-close tax structuring, equity acceleration analysis, Section 1202 QSBS qualification, charitable timing, and post-close diversification. Most executives engage their advisor after the deal closes; by then, the highest-leverage planning windows are already gone.

02 — Executive Equity Compensation

02 — Executive Equity Compensation

Lake House coordinates the full equity compensation stack — RSU vesting strategy, ESPP optimization, NQDC elections, and option exercise sequencing — as one integrated system rather than four parallel calendars. Without coordination, executives leave five-figure tax decisions on the table every year, compounded across an entire career.

03 — Integrated Financial Planning

03 — Integrated Financial Planning

Lake House runs the integration across investment management, tax strategy, estate planning, retirement modeling, and family transfers — coordinated with your CPA, attorney, and HR team rather than running in parallel siloes. Most executive families have an advisor for each piece; almost no one is running the project across them.

How These Three Practices Fit Together

Most Lake House clients engage us through one of the three doors — usually because an acute event drove them to look for a specialist. But the relationship that follows touches all three.

An executive who first hires Lake House for an acquisition (Practice 01) typically stays for ongoing equity compensation coordination (Practice 02) and integrated planning through pre-retirement (Practice 03). An equity-comp accumulator who first hires Lake House for stack coordination (Practice 02) often experiences a future M&A event (Practice 01) and inevitable retirement planning (Practice 03).

The three 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 three practices — an acute trigger, an accumulating stack, or the integrated planning that holds it all together — we'd value a conversation. No pitch. No obligation. Just a clear read on whether your situation is a fit for the way we work.

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