The Summit™
The Summit™ is our premium, white-glove planning experience designed for clients navigating major financial events such as selling a business, experiencing a liquidity event, or transitioning wealth.
At Spellman Capital Strategies, it brings together advanced tax planning, wealth structuring, legal coordination, and investment strategy under one strategic process. It’s where clarity meets execution.
Who It’s For
The Summit™ is ideal for individuals and business owners with substantial assets in motion. If you’re planning a multi-million-dollar exit, inheritance, real estate sale, or business transition, The Summit™ aims to ensure you don’t just preserve your wealth but you elevate it.
What to Expect from The Summit™
The process begins with a deep dive into your goals, financial position, legal needs, and timeline. We work collaboratively with your existing advisors or bring in specialists to coordinate all aspects of the transaction are aligned.
You’ll receive a customized plan that addresses key areas: capital gains mitigation, estate and trust structuring, investment strategy post-liquidity, philanthropic goals, and risk management. We guide it, one clear step at a time.
Every Summit™ experience includes ongoing access to our team, strategic check-ins, and post-event planning support. Because what comes after the big event matters just as much as the moment itself.
A Process That Puts You in Control
We know these events can feel overwhelming. That’s why The Summit™ is built around you, your timeline, your preferences, and your goals. These are moments that come with complexity, urgency, and high stakes.
From coordinating attorneys and CPAs to handling sensitive family dynamics, we act as your financial quarterback throughout. Our goal is to remove uncertainty and help you move with intention.
Transforming Transactions into Strategy
Liquidity events often happen fast. Without the right planning, you risk paying more in taxes, losing momentum, or missing out on long-term opportunities. The Summit™ turns what could be a stressful moment into a strategic one.
With Spellman Capital Strategies, it gives you the clarity, tools, and guidance to make sure this moment becomes a defining move forward.