Plus Tier
Highly strategic and customizable service for leaders, executives, and founders navigating high-complexity wealth.
For Executives & Leaders
This profile is illustrative. Plus may be appropriate for a range of clients — speak with an advisor to determine fit.
Plus is built for high-net-worth professionals, founders, and executives whose wealth requires coordinated, sophisticated execution. For households where financial decisions span multiple generations, tax strategies involve significant complexity, and estate planning has become a priority, coordinated planning may be worth exploring. This tier provides white-glove service, same-day responsiveness, and family office-level coordination across all your advisors.
Are you navigating more complex decisions?
- ? How do I unwind a concentrated stock position without creating unnecessary taxes?
- ? Should I be using strategies like GRATs, CRUTs, or trusts as part of my long-term plan?
- ? What’s the most tax-efficient way to give, gift, or transfer wealth?
- ? I have equity, multiple accounts, and outside advisors. How do I make sure everything is coordinated?
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Should I keep working, retire early, or create more optionality for myself?
- ? How do I align my estate plan with my investment strategy and tax plan?
- ? Am I using leverage, lending, or entity structures thoughtfully and not just opportunistically?
- ? Am I missing opportunities because my strategy is fragmented across too many moving parts?
- ? Do I have a strategy that actually matches the complexity of my wealth?
Plus is built to support more complex wealth decisions.
- ✓ Advanced Tax Strategy & Structuring – Coordinate around concentrated stock, charitable strategies, trusts, QSBS, multi-state planning, and other major tax decisions.
- ✓ Concentrated Wealth & Liquidity Planning – Design tax-aware strategies for unwinding large positions, managing liquidity events, and creating more flexibility over time.
- ✓ Integrated Estate & Legacy Planning – Connect your estate strategy with your investments, tax planning, and long-term family goals.
- ✓ Private Markets & Custom Investment Strategy – Access more advanced investment opportunities and portfolio strategies beyond a traditional diversified portfolio.
- ✓ Complex Scenario Modeling – Evaluate major decisions like early retirement, large purchases, career transitions, and new ventures with forward-looking planning.
- ✓ Strategic Coordination Across Advisors – We help align your CPA, estate attorney, and other professionals so decisions are made in context, not in silos.
- ✓ Creative Capital Strategies – Use leverage, lending, and entity structures thoughtfully to improve flexibility, efficiency, and optionality.
When small decisions can have significant consequences, precision matters.
Our Plus clients have significant wealth and work with us to coordinate strategies across multiple components of their finances. They likely have strategies and systems in place, and now explore the later sections of our investment waterfall to address long-term financial priorities.
✓ Optimize & align all aspects of your finances across estate planning, taxes, real estate, investing, charitable giving, and legacy planning.
✓ Invest with intention in private, angel, and limited-access opportunities.
✓Anticipate liquidity events rather than react to them, so you have a framework in place when the time comes.
Building a Life, Not Just a Portfolio: A Plus Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor for over 10 years.
This testimonial was given by a current client of DiversiFi Capital LLC, and it is not representative of all client experiences. No cash or compensation was given for or to elicit this testimonial.