M&A, Equity & Retirement Planning for Executives

^{What We Do}

Four specialties. One coordinated platform.

Most advisors call themselves full-service — accurate but unhelpful. Lake House is built around four specific bodies of work. If your situation lives in one of these, we'll do it better than a generalist.

^{M&A & Liquidity Event Planning}

For executives whose company is being acquired, taken public, or undergoing a change-of-control event.

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^{Executive Equity Compensation}

For leaders building wealth through a stack of RSUs, ESPP, NQDC, options, and performance shares.

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^{Workplace Retirement & 401(k) Strategy}

For executives optimizing the plan inside the paycheck — match strategy, mega-backdoor Roth and after-tax conversions, in-service distributions, and concentrated stock.

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^{Integrated Financial Planning}

The through-line coordinating investments, tax, estate, and retirement across the arc of a career.

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^{HOW THEY FIT TOGETHER}

The lifecycle of a relationship.

Most clients engage through one door — usually an acute event. But the relationship that follows touches all four: an acquisition client stays for equity coordination, optimizes the plan inside the paycheck, and continues through planning into pre-retirement.

The four 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 four practices, we'd value a conversation. No pitch. No obligation.

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