The Private Wealth Standard
Where Your Wealth
Goes Next.
A multidimensional advisory firm integrating CPA-led tax discipline with institutional-grade investment strategy for the modern legacy.
Inquire PrivatelyPreserving the
Legacy of Tomorrow
True wealth management is an exercise in intentionality. At Zag Consulting Group, we serve as the architects of your financial transition—bridging the gap between today’s liquidity and tomorrow’s enduring impact.
Our heritage as a CPA-led firm provides a unique lens: we view every investment through the prism of "Tax Alpha." We believe it is not what you earn, but what you keep and how you protect it that defines your success.
Comprehensive Oversight
From alternative asset due diligence to private aviation and real estate holding structures, we provide a 360-degree view of your personal economy.
Fiduciary Purity
As a fee-only fiduciary, our only source of compensation is our clients. We eliminate the conflicts of interest found at traditional brokerage houses.
The Zag
Architecture
Wealth is multidimensional. Our framework addresses the structural, tax, and emotional complexities of significant capital through four core pillars of excellence.
01 / CORE
Tax Alpha
Implementing sophisticated tax-loss harvesting, asset location strategies, and year-round coordination with our CPA team to maximize net-of-tax returns.
02 / LEGACY
Wealth Transition
Coordination of estate governance and trust structures to ensure the seamless transfer of assets to future generations.
03 / MARKETS
Capital Management
Evidence-based portfolio construction using institutional-grade vehicles to mitigate market volatility and capture growth.
04 / HUMAN
Family Governance
Preparing the "Next-Generation" through financial literacy coaching and defined family mission statements.
The Exit-Bound
Founder’s Journey
For entrepreneurs, a liquidity event is a singular moment in history. We provide the structural engineering required long before the Letter of Intent is signed.
Key Focus: QSBS Optimization
Section 1202 can potentially exempt $10M+ of gains from federal taxes. We perform deep structural audits years before an exit.
24 Months Prior
Structural Audit
Reviewing QSBS eligibility and state residency footprints to optimize for multi-million dollar tax savings.
12 Months Prior
The Gifting Window
Funding SLATs or Dynasty Trusts with high-appreciation pre-sale equity to shield future growth from federal estate tax.
Post-Liquidity
Lifestyle Transition
Converting business equity into a diversified income engine with institutional-grade oversight.
Investment Philosophy
We believe markets are efficient and that discipline is the primary driver of wealth. Our portfolios are built on three empirical pillars.
Science-Driven
Asset allocation based on decades of financial research rather than market timing or media speculation.
Cost Integrity
Utilizing low-turnover, institutional funds to eliminate hidden fees and drag on growth.
Risk Discipline
Systematic rebalancing to ensure your risk exposure stays within defined comfort levels.
Social Capital
Philanthropic
Alpha
Generosity is a strategic asset class. We help you maximize your social impact through Donor Advised Funds and Private Foundations.
Request Impact StrategyMultigenerational Governance
Wealth often fails by the third generation. We solve for the human element, ensuring your family's values are as well-preserved as your capital.
Stewardship
Direct education for heirs on the mechanics of money and fiduciary responsibility.
Philanthropy
Facilitating family board meetings to define collective giving goals and legacy projects.
Support
Acting as the central point of coordination for your legal, insurance, and tax teams.
"Wealth is not just what you leave to your children, but what you leave in them."
Global Institutional Safeguards
Your assets are held at the world's most stable custodians, ensuring multi-layered protection and SIPC coverage.
CONFIDENTIAL INQUIRY
The Dialogue Begins.
Private wealth advisory is a partnership built on technical excellence and deep trust.
ZAG CONSULTING GROUP | BALTIMORE & NATIONWIDE