Built for exits and estates. Nothing else.

Founded for one problem, not inherited by another

Most advisory practices treat business exits and estate transitions as edge cases. Lamorinda was structured specifically around them — because those moments demand a different kind of attention than annual rebalancing.

The founding conviction: families facing a liquidity event or generational transfer need counsel that sits entirely on their side — no product shelf, no revenue-sharing, no firm mandate that competes with the advice.

Exits and estates from day one

Depth, not a growth mandate

No product shelf. No hidden arrangements.

The practice was not retrofitted to handle business sales or inheritance planning. It was designed around them. That specificity shapes every engagement.

Assets under advisement reflect the tenure and complexity of existing relationships — not a metric the firm optimizes for. Client count stays deliberately limited.

No revenue-sharing agreements. No referral arrangements that create undisclosed incentives. The fiduciary standard is structural here, not a marketing claim.

The first conversation is substantive, not a sales call.

If your situation involves a pending exit, an inherited estate, or a plan that hasn't been stress-tested against current tax law, there's something specific to discuss.