PRIVATE WEALTH, TAX-FIRST

Private wealth strategy built around what you keep.

InGame Private Wealth helps affluent families, business owners, athletes and entertainers coordinate proactive tax strategy with the broader decisions that shape their wealth.

REQUEST AN INTRODUCTION EXPLORE TAX STRATEGY

WEALTH DECISIONS ARE TAX DECISIONS

A business sale. A signing bonus. A royalty year. A real-estate-backed acquisition. A concentrated position. A move across state lines. A gift to the next generation. The tax impact is rarely separate from the wealth decision, so our process evaluates them together, before they become irreversible.

THE TAX STRATEGY SYSTEM

A plan designed to adapt through every season of life.

01/ 05

Understand the whole picture first

Income sources, entities, residency, holdings, obligations and the professionals already involved, mapped before any recommendation.

Deliverable: a single fact base your whole team works from.

01, DISCOVER
Understand the whole picture first
Income sources, entities, residency, holdings, obligations and the professionals already involved, mapped before any recommendation.
02, MODEL
Evaluate decisions on an after-tax basis
Scenario analysis for the choices ahead, a sale, a bonus year, a relocation, a gift, so the tax impact is visible before anything becomes irreversible.
03, COORDINATE
Bring the right professionals to the table
CPA, tax counsel, estate attorneys, lenders and specialists work from one plan, with roles and responsibilities explicit.
04, IMPLEMENT
Execute in the right order
Sequencing matters: entity changes, elections, funding and filings happen on a coordinated calendar with owners and deadlines.
05, MONITOR
Plan continuously, not in December
Quarterly estimated-tax visibility, transaction alerts, year-end review and an annual strategic refresh keep the plan current as law and life change.

INTEGRATED CAPABILITIES

One strategy. Coordinated across the decisions that matter.

Tax strategy sits at the center, every other capability extends from it.

01Private Wealth
02Estate & Legacy
03Business Advisory
04Investment Strategy
05Risk Management
06Family Office

EXPLORE CAPABILITIES

FEATURED SCENARIO · HYPOTHETICAL & EDUCATIONAL

A peak-income year meets an ownership opportunity.

BEFORE THE DECISION

An entertainer's contract and royalty year concentrates several seasons of income into one. A real-estate-backed operating business is on the table. First questions: does the investment stand on its own economics, and what would ownership mean after tax?

DURING

InGame coordinates the client's CPA, tax counsel, a qualified cost-segregation specialist and a lender: underwriting the business first, then modeling depreciation eligibility, passive-activity limits, placed-in-service timing and the capital stack.

AFTER

The client owns a cash-flowing asset with a financing structure sized for liquidity and career variability, with K-1s, estimated taxes, debt service and eventual-sale considerations tracked as part of the ongoing plan.

Hypothetical scenario for illustration only, not a client account, a recommendation or a promise of any tax, financing or investment outcome. Eligibility for any tax treatment depends on individual facts and applicable rules.

THE CLIENT EXPERIENCE

Private, coordinated and technology-enabled.

A secure portal and document vault, never email attachments for sensitive records.
A planning dashboard with priorities, open decisions and review dates.
Quarterly estimated-tax visibility and a coordinated planning calendar.
Specialist coordination across tax, legal, insurance, lending, investment and other disciplines.

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