Helping You Turn Stuck Assets Into Income & Intergenerational Wealth
You own a large IRA or pre-tax retirement plan, a business, real estate, or appreciated stock. Assets you own in partnership with Uncle Sam, who has a severe budget problem. These assets are low on flexibility and big on taxes. When it comes to investing, people focus on the wrong thing, chasing returns -- when taxes, market downturns, and required distributions are certain and within our power to manage. Priority one is asset protection; elevating risk management need not undermine investment returns.
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What's Your Story?
YOU: Successful. Intentional. Authentic. Caring.
All of us want our lives to matter. We care about what happens to our family and to the people in our circle and community when we're gone or leave the business. French chemist Louis Pasteur called this a prepared mind. Planning should itself be a source of confidence, but something feels missing from ours. Investments feel canned, the plan ignores health risks and concentrated stuck assets, or performance doesn't justify the fees. When we ask about tax planning, we're told, "Don't let the tax tail wag the investment dog." Translated: "don't bother us." We feel like there should be more from wealth planning. We'd like to find what it is.
Your plan, people, and community
When you think of wealth planning, what comes to mind? Investing, retirement income, estate planning? We're distribution specialists with solutions to problems you've been told can't be solved. We serve successful professionals and business families who need and want a qualitative improvement in how they distribute appreciated assets - IRAs, business equity, real estate, and stock. Our clients want to reduce the destructive burden of taxes while retaining control and flexibility. Your concerns about risk go beyond investment volatility, extending to health, lawsuits, business risks, divorce, creditor claims, and other sources of financial and personal jeopardy. We address these with a problem-solving approach and a fiduciary business model. Want to learn more, without pressure or a sales agenda? Call or schedule with us on your terms.
Retirement Income & Asset Protection
Asset Distribution Specialists
With baby boomers retiring and GenX on their heels, a vast transfer of wealth is taking place. Does your financial plan provide options for how, and when, to distribute appreciated assets? Improve your tax situation? Provide flexibility for unexpected life events and stages -- while you're working, after you retire, and that underappreciated period between the two -- before Social Security and required draws from retirement accounts begin? We're specialists in distribution planning -- how to exit stuck assets, plan income, and grow intergenerational wealth on your terms.
Investing & Growing Wealth
Time-based Investing
We work with successful families and family businesses serving as your chief wealth officer with our asset manager, Advisor Share Wealth Management, a Registered Investment Advisor (RIA) fiduciary. We are driven to provide risk-adjusted returns, and our custom, innovative portfolios deliver over the long term again and again, with lower drawdown risk. Learn more about our time-based investing and asset protection foundation, and why these provide superior risk adjusted returns.
Estate & Trust Planning
Wealth Transfer, Generational Income Planning
Are you sitting on stuck assets? Most successful families are. We'll give you the strategies and tools to unlock them, defer or reduce taxes, preserve value, and grow intergenerational wealth in the process. Trusts aren't just for estate planning anymore. They protect assets, create tax leverage, and solve family income, inheritance, and relationship challenges.
Business Exit Planning & Transaction Assistance
Business Succession Specialists
Business succession planning is one of the most important and undervalued projects you will undertake as a business owner. It links financial assessments like valuation, deal structure and taxes with the buyer market, purchase options and terms, financing, and the human emotional issues involved in selling or leaving a business. Our succession readiness questionnaire is a great start to the conversation.
What do our clients say?
Clients trust us for our expertise, insight, professionalism, and dedication to adding value and always acting in their interests.
Dr. William D.
"What began as a collaboration rooted in planning and financial expertise evolved into a trusted friendship and a highly valued coaching relationship—for me personally and for our broader team. Rex consistently brings thoughtful ideas and insights, but more importantly, he has a rare ability to see the people challenges behind the business problems."
Dr. William D.
Andy B.
"We were advised by Keats Group and Rexford Cattanach on planning and executing the sale of the business I started 35 years ago to my key division managers. The sale involved more complexities around valuation, financing, tax planning, and contract continuation than I could have known. We could not have done it without Rexford’s leadership and ability to manage the personalities and advisors involved. The post-sale outcomes have been positive."
Dr. John H.
"Rex Cattanach is a high-quality person and his knowledge and insight into my business planning proved invaluable. I would highly recommend Rex to anyone looking to plan their business exit. In meetings with my wife and me, his confidence helped us through what could have been a difficult transition. It was easy thanks to Rex."
How Can We Help?
We meet you where you are.
According to Patricia Ryan Madson, Professor of improvisational theatre at Standford (to standing-room classes for twenty years), you're holding a box. You open it; what's inside? If you believe there is something in the box, let's go find it. We believe there is, and we can help you discover it. You cannot get a second opinion from the person who gave you the first one. We want you to win by living the best story you can with your life.
