Coordinated tax, investment, and legacy strategies—designed to help improve

after-tax outcomes and support long-term wealth planning across generations.

Advanced Wealth Management for High Net Worth Families in Northeast Ohio

Most firms offer
“Comprehensive Wealth Management”
Our approach focuses on coordinated planning across key areas of your financial life.

High net worth families face complex decisions— liquidity events, concentrated positions, estate structures, and multi-generational planning.

At Skybox, we go beyond traditional portfolio management by acting as your central planning partner, coordinating across your CPA, attorney, and other advisors.

When Clients Typically Come to Us

• After selling (or preparing to sell) a business

• During a high-income or liquidity event

• When their portfolio has grown beyond $10M

• When they want a second opinion on their financial strategy

• When estate and tax planning become more complex

• Private Equity Payout

Tax Efficiency Isn’t a Feature, It’s the Foundation.

High net worth families often pay more in taxes than they realize.

We identify opportunities to improve tax efficiency across your full financial picture.

The Decisions That Matter Most

• How to reduce taxes during a business sale or high-income year

• How to transition from accumulation to reliable income

• How to coordinate investment, tax, and estate strategies

• How to manage concentrated stock positions

• How to structure wealth for the next generation

WHAT WE DO

Tax Efficiency
Is a Key Focus

We focus on what you actually keep—
not just what you earn.

• Tax-aware portfolio construction

• Gain-offset strategies and loss harvesting

• Coordination with your CPA
for year-round planning

Event-Driven Planning
for Major Financial Decisions

We specialize in high-impact moments:

• Business sales & liquidity events

• Stock concentration & diversification

• Retirement income transitions

Family-Level
Wealth Coordination

Many high net worth individuals
already have a CPA and attorney,
but no one is aligning the strategy.
We serve as the central point
of coordination, helping ensure:

• Investment decisions reflect tax strategy

• Estate plans align with financial goals

• All professionals are working toward
the same outcome

Your Financial Life, Coordinated

If we work together, we’ll integrate planning across every aspect of your financial life:

• Investment Management

• Tax Planning Coordination

• Estate & Legacy Planning

• Retirement Income Strategy

• Business Succession Planning

• Risk Management & Insurance Analysis

• Philanthropic & Charitable Planning

Designed to support disciplined, coordinated decision-making over time

Questions We Help
Clients Answer

• How can I reduce taxes on a large portfolio?

• What should I do before selling a business to reduce or eliminate capital gains?

• How do I coordinate all the professionals on my team?

• How do I minimize taxes on private equity payouts?

What Happens Next?

Working with a high net worth financial advisor in Cleveland
and Northeast Ohio begins with a focused discovery conversation.

 

This initial meeting is designed to help you:

• Evaluate your current investment and tax strategies

• Identify gaps between your financial plan, estate plan, and tax planning

• Explore ways to coordinate your CPA, attorney, and financial advisor

You’ll leave with a clearer understanding of where you stand—and whether a more advanced planning relationship would be valuable.

There is no cost and no obligation.