Who We Are
We serve as a strategic partner to high-net-worth individuals, families, and business owners, bringing together sophisticated tax strategies, wealth planning, and specialized professional resources through one coordinated relationship.
The High-Net-Worth Intro to Tax Strategy & Alternative Investing
As income and net worth grow, new categories of alternative strategies become available. Most investors never see the full landscape. Our role is to clearly educate you on what is appropriate at your level of wealth and to connect you with opportunities that match your objectives and stage of life.
foundation building
Under $200k in income and less than $1M in net worth. At this stage of wealth accumulation, financial priorities are generally centered around income growth, savings, and debt management. While these are important building blocks, the advanced tax strategies and coordinated family office services offered by Whitaker Street may not yet provide value relative to their complexity and cost.
strategic wealth building
This is where doors start to open: income over $200k and net worth around $1M. Private placements become a viable option for alternative investments, more compelling real estate opportunities appear, and some angel investing becomes accessible. Your tax strategy reaches a new level, where tax credits, charitable giving, and limited partnership structures can become beneficial.
Advanced wealth & Preservation
This is where you get a seat at the table: annual income of $1M+ and net worth of $10M+. You have full access to private placements; instead of only joining partnerships, you can create individual entities tailored to you. Advanced tax strategies—such as higher AGI deductions and structuring active income as a general partner—become relevant. Private introductions with sponsors allow you to shape strategies exclusively with them. The missing piece for most individuals is simply the knowledge and the introduction to these opportunities.
Advanced tax strategy
Bringing tax considerations into every major financial descision
wealth transitions
Coordinating significant financial events and changes of wealth
Proprietary stratagies
Connecting specialized opportunities to your broader financial picture
Coordinated advisory
Bringing your profesional team together under one coordinated approach
Our Network
CPAs & Tax Law Professionals
Access to specialized tax advisors and Legal professionals who provide strategic guidance on complex investment structures and regulatory compliance.
Wealth Managers
Connections to leading wealth managers and financial professionals dedicated to delivering personalized investment strategies for accredited investors.
Alternative Investments
Access to a curated network of sponsors and managers specializing in private equity, venture capital, Real estate, and other alternative opportunities.
Why Whitaker Street
Independant by Design. Client-Focused by Principle
We've heard it repeatedly from clients: the frustration of seeking specialized financial guidance, only to encounter predetermined solutions, familiar products, and recommendations that don't always reflect their individual circumstances. That's where Whitaker Street differs.
Being a private firm allows us to choose who we work with, develop relationships across an expanding network, and remain open to opportunities beyond traditional channels. If there is a better offering then what we currently have, we will make that intro accessible to you regardless of if we make profit or not. A trusted relationship is where we succeed.
As new groups, offerings, and specialized resources emerge, we have the flexibility to evaluate them and determine whether they warrant consideration for our clients. We believe our value isn't limited to what we know today, but also in our ability to continually discover, evaluate, and introduce what may be valuable tomorrow.
Private Placements
Are you being introduced to different private placement opportunities? Or are your options limited to offerings only at your current firm?
Exclusive Sponsor Introductions
Direct pathways to high-tier investment sponsors and institutional-grade project managers.
Industry specific legal Partners
Partnered with specific law firms for each industry. Allows you to be connected with legal profesionals hyperfocused within you're nich.
Beyond tax planning
Does your tax planning account for your specific profession, income structure, and industry? Or are you recieving the same conventional approach as everyone else?
CPA Introductions
Curated connections to CPAs with specialized expertise in your specific situation. Tech, Agriculture, commercial, healthcare, etc. We have CPAs specifically focused for whatever business you are in
High W-2 Earners
Specialized, curated tax strategies for high W2 employees. C-suite executives and doctors are a big client base we work with when it comes to W2 income. We focus on areas traditional planning often overlooks, helping high-income employees turn limited tax options into meaningful advantages.
Refined Access
Whitaker Street Consulting was established on the simple principle of prioritizing service. Our goal is to act as a confidential gateway for accredited investors, offering entry to expert insights and unique options that often remain beyond reach.
Whitaker Street Consulting
ELITE STRATEGY • PRIVATE NETWORKS • schedule a call with us