A Confidential Strategy Session

Where complexity becomes a clear plan

ERX serves families, physicians, and founders whose financial lives require coordination across investments, entity decisions, risk, and legacy intent — aligned with their CPA and attorney.

A Confidential Strategy Session is the first step. We clarify objectives, identify the few decisions that shape outcomes, and translate them into an ordered, executable framework.

If there is mutual confirmation of fit, we proceed with disciplined sequencing and ongoing governance.

Structured. Sequenced. Governed.

Who We Serve

ERX works with a narrow set of clients whose financial lives require coordination across wealth, tax, estate design, entity structure, and risk.

High Achievers Individuals and families whose financial lives extend across multiple assets, entities, and risk domains—where coherence across wealth, tax, and legacy planning is essential to sustained outcomes.

Entrepreneurs and Founders Owners approaching liquidity or transition—where enterprise value, tax exposure, estate intent, and family outcomes must be aligned before capital changes hands.

Physicians & Medical Groups Physician and practice owners managing clinical, business, personal financial complexity-where partner dynamic, tax exposure, liability, and succession must be governed as one system.

Corporate Executives Executives with complex compensation and concentrated equity—where timing, taxes, liquidity, and career transitions require coordinated decision frameworks.

Operating Business Owners Owners of established operating companies—where entity structure, governance, succession, and continuity planning ensure the business remains durable beyond any single individual.

Professional Athletes and Entertainers High-income careers with compressed earning windows—where privacy, cash-flow discipline, taxes, liability, and trusted-team oversight must operate under one coherent plan.

Retirement Plan Sponsors Sponsors managing fiduciary, governance, and compliance responsibilities with material financial outcomes—seeking frameworks that enhance participant outcomes while reducing structural risk.

Endowments & Foundations Institutions with mission-centric capital—requiring investment policy, spending discipline, and governance designed to preserve mission integrity across market cycles.