SBW Consulting is a strategic advisory firm specializing in complex wealth structuring for high-net-worth individuals, families, and closely held businesses.
We operate at the intersection of advanced tax strategy, family office planning, business advisory, and private capital opportunities, serving clients whose financial lives have outgrown traditional planning models.
Our work is not transactional. SBW Consulting functions as a strategic quarterback, designing and coordinating sophisticated structures alongside a highly curated network of tax attorneys, estate planners, investment specialists, and private capital partners. 
The result is clarity, efficiency, and long-term alignment across every layer of a client’s financial world.

We support clients navigating:
• Liquidity events and business exits
• Advanced tax mitigation strategies
• Multi-entity and multi-jurisdictional planning
• Family office formation and governance
• Private equity and alternative investment access
• Generational wealth and legacy planning

SBW Consulting is intentionally selective. We work with families and business owners who value proactive planning, discretion, and thoughtful execution—and who understand that complexity, when structured correctly, becomes a strategic advantage.

Our role is to design the framework. Our clients’ trusted advisors execute within it.
Advanced planning and intelligent structuring for complex wealth.

SBW Consulting

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