Private wealth
Tax-first strategy
Tax strategy
Private wealth
InGame Private Wealth helps affluent families, business owners, athletes and entertainers coordinate proactive tax strategy with the broader decisions that shape their wealth.
Private wealth
Tax-first strategy
Tax strategy
Private wealth
InGame Private Wealth helps affluent families, business owners, athletes and entertainers coordinate proactive tax strategy with the broader decisions that shape their wealth.
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.
Who we serve
01Affluent FamiliesEntities, trusts, property and concentrated holdings, coordinated across generations.
02Business OwnersTax planning that moves upstream, before year end, and before the transaction.
03Athletes & EntertainersCompressed earning windows, multi-state exposure and variable income, planned deliberately.The tax strategy system
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.
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.
Deliverable: side-by-side scenarios with the tax character explicit.
CPA, tax counsel, estate attorneys, lenders and specialists work from one plan, with roles and responsibilities explicit.
Deliverable: one plan, named owners, no parallel silos.
Sequencing matters: entity changes, elections, funding and filings happen on a coordinated calendar with owners and deadlines.
Deliverable: a sequenced calendar with every dependency visible.
Quarterly estimated-tax visibility, transaction alerts, year-end review and an annual strategic refresh keep the plan current as law and life change.
Deliverable: a living plan that updates when your life does.
Integrated capabilities
Tax strategy sits at the center, every other capability extends from it.
Wealth planning, investment strategy, liquidity, risk management, retirement and philanthropy, coordinated as extensions of the tax-first relationship.
ExploreEstate decisions, gifting, trusts and philanthropy, coordinated with your counsel, connected to your balance sheet and reviewed before life makes the review urgent.
ExploreTax strategy that understands the connection between the business and personal balance sheet, and moves planning upstream, before the year closes and before a major transaction occurs.
ExploreAllocation, manager coordination and concentrated-position strategy, evaluated after tax.
ExploreCoverage architecture, carriers and renewals reviewed in one cycle, matched to real exposure.
ExploreA coordination layer that connects specialists, decisions, documents and family priorities, and scales as complexity grows.
Explore
Featured scenario · Hypothetical & educational
01Before 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?
02During
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.
03After
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
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.
Private introduction
Start with a private introduction and a conversation about where complexity is creating opportunity, or risk.
