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Optimize. Empower. Scale.

A family office for the founder still running the business.

One coordinated team for tax, entity structure, capital, and exit planning, on one flat monthly retainer. Built for founders running $2M plus businesses, not just households above $500M.

Founders call us after a tax bill that lands hard, an offer to buy the business, or a revenue milestone.

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One flat retainer No hourly billing. No percentage of your assets. One team, one phone call away.

The Problem

You are the integration point.

Five specialists, none of them talking to each other. The CPA files. The bookkeeper is behind. The attorney bills by the hour. Each one optimizes for their own scope, and you are left holding the gaps between them. That is the fragmented advisor stack. Its biggest cost never shows up on an invoice.

The fragmented advisor stack

  • CPA. Shows up at tax time.
  • Bookkeeper. Always behind.
  • Fractional CFO. No tax visibility.
  • Entity attorney. Bills by the hour.
  • Wealth manager. Pulls capital out.
$30,000 to $80,000 a year Typical combined advisor fees. Coordination not included.

The Stakeholder's Family Office

  • Tax management, year-round.
  • Clean monthly books.
  • Capital and entity structure.
  • Exit positioning from day one.
  • Tax, growth, wealth, and exit. One retainer.
One flat retainer Fully integrated and scoped to your situation. Modules added only as you need them.

It's the first time that we've ever really had someone whose sole focus was on our financial strategy.

Eight-figure business owner Healthcare practice, second generation

Current client, uncompensated, and no other business relationship with the firm.

What We Do

One team across tax, growth, wealth architecture, and exit.

They run at the same time, not one after another. From the first month, every decision accounts for all of them.

  1. Comprehensive Tax Management

    Year-round optimization and filing across every entity and life event, not just at filing time.

  2. Growth & Scale

    Entity structure, capital deployment, bookkeeping, fractional executive leadership, and management consulting.

  3. Wealth Architecture

    Trust and estate structure, risk management, and asset protection.

  4. Exit & Legacy Planning

    Pre-exit positioning, exit execution, M&A advisory, wealth distribution, and generational planning.

The Growth Architecture Framework

Most founders are in one or two phases at a time. We work across concentration, scale, diversification, and legacy from day one, so the structure is in place years before it is needed.

  1. Concentration

    Build and maximize the value of the operating business.

  2. Scale

    Structure entities and operations to compound growth.

  3. Diversification

    Convert enterprise value into deployed capital.

  4. Legacy

    Build durable wealth and intentional ownership across generations.

They schedule the meetings, bring opportunities to us, coordinate with everyone involved, and give us a clear plan instead of expecting us to figure it out ourselves.

Seven-figure business owner Family-owned company

Current client, uncompensated, and no other business relationship with the firm.

Built for the established founder.

Revenue

$2M plus. Above that threshold, we can demonstrate immediate impact relative to our fee.

Stage

Growth, pre-exit, or post-exit transition.

Industries

We are industry agnostic. The team has experience across a range of industries.

Structure

Whether one owner and one business, or multiple owners and multiple businesses, we tailor the relationship to you.

When founders call us

  • A tax bill that lands hard.
  • An offer to buy the business, real or rumored.
  • A bookkeeper or CPA leaving, or falling behind.
  • Hitting a revenue milestone: $2M, $5M, $10M.
  • Adding an entity, a partner, or a new state.
  • Growth moving faster than the team managing it.

If one of these is on your desk, it is the right time to talk.

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Where we are not the right fit: pre-revenue companies, and households looking for investment management alone. If that is you, we will say so on the first call and point you to a better option.

Engagement

One flat monthly retainer. No hourly billing.

The retainer is flat every month. The amount is set per engagement, scoped to your entities, your situation, and the modules you need.

How we get paid, and how we do not.

One flat monthly retainer. That is the whole model. Monthly meetings, and no charge for picking up the phone. A proactive relationship.

Before you engage

We pay for ourselves

Prior to engaging, we work to demonstrate how Year-1 savings are in excess of our cost. We model conservatively.

It is not a guarantee. Modeled savings are estimates, not promises, and depend on your situation, entity structure, and exit timing.

Inside the core engagement

One retainer covers everything on this list. No surprise invoices.

  • Tax management, planning and filing, federal, state, business, and personal
  • Growth strategy and business planning
  • Risk management review and insurance audit
  • Basic estate planning, wills and revocable trusts
  • Cost segregation studies
  • Organizational structure and legal document setup
  • Business document review
  • Banking relationship management
  • M&A advisory
  • Quarterly strategic reviews
Book a Strategy Call

Add-on modules

  • BookkeepingPer entity
  • Multi-entity tax filingsCustom retainer
  • Complex trust structuringPer engagement
  • Capital raisingAs capacity allows
  • Turnaround and restructuringPer engagement

Fractional Executive Layer

Add senior leadership by the function, not the headcount.

CFO, COO, Chief of Staff, General Counsel, CMO, and CTO.
Added per engagement, scoped like everything else.

The flat retainer means I never hesitate to pick up the phone or ask a question, because I'm not worried about getting billed for every conversation.

Seven-figure business owner Family-owned company

Current client, uncompensated, and no other business relationship with the firm.

What happens after you book.

No long sales process. A working session, a written plan, then one coordinated team.

  1. Strategy call

    A working session, not a pitch. Bring your entity structure and your last tax return.

  2. Modeled plan

    We model your Year-1 tax position and map tax, growth, wealth architecture, and exit to your situation.

  3. Onboarding

    One coordinated team takes over tax, books, structure, and exit positioning.

The first 30 days

Documents collected, then the state of the union. Immediate quick fixes are addressed, project plans are mapped out, and the year's meetings are on the calendar.

The first 90 days

The tax model, the entity map, the risk and insurance review, and the document cleanup. The structural work that sets up the year.

The first year

Tax filing done across business and personal returns, basic estate planning in place, exit positioning underway, entities mapped, risks addressed, documents cleaned up, and four quarterly reviews on the calendar.

Every year after

Structures mature, the plan adjusts, and the quarterly review keeps it current. The team stays proactive in continuing growth and in navigating the challenges that come up.

I was delighted to see that I wasn't the smartest person in the room. No one wants to be the smartest person in the room, because then it all falls to you.

Eight-figure business owner Healthcare practice, second generation

Current client, uncompensated, and no other business relationship with the firm.

The people behind the firm.

Evan Gruchot

Co-Founder & Chief Architect

Evan spent his career building institutional-grade access, and most founders running $2M to $50M businesses never get in the room where it lives. He is outsourced chief investment officer for six registered investment advisers managing nearly $500 million, consults for five private equity and venture capital firms holding more than $10 billion in assets, and sits on four advisory boards shaping where private equity and private credit go next. He built the Growth Architecture Framework so that access shows up inside every engagement.

  • Outsourced CIO to registered investment advisers
  • Founder and CEO, EG Capital Holdings
  • Board member and advisor in private equity and venture capital

Tinja Anderson

Co-Founder & CEPA

Tinja is a Certified Exit Planning Advisor and Chief Revenue Officer of EG Capital Holdings, a boutique investor solution firm. Raised in her family’s consultancy, she learned early what planning with the end in mind protects: the business, the family, the team, and the legacy that outlasts them. Over eighteen years as a strategic sales and business optimization consultant, she has built the financial planning that grows and preserves what a founder has already made, and she owns the client experience from the first call onward.

  • Chief Revenue Officer, EG Capital Holdings
  • The Pursuit of Excellence podcast

In this space where there's so much information and misinformation, and sometimes people that don't have your best interests in mind, and then they may be playing with your emotions, never really got that feeling from Tinja.

Eight-figure business owner Healthcare practice, second generation

Current client, uncompensated, and no other business relationship with the firm.

The pattern we kept watching.

The owners who needed sophisticated financial architecture the most were the least likely to have it. The work got done, but it was never optimized, and value was lost in the gaps between advisors.

Family offices solved this a century ago for households above $100M. Founders running $2M plus businesses were locked out, not because they did not need it, but because the old model required a net worth they had not reached.

So we built the firm we wanted them to have. One team, paid one way, working toward one outcome.

EGTA Evan Gruchot and Tinja Anderson, Co-Founders

I never wanted that to be my responsibility. My brother doesn't want that to be his responsibility, and we don't want that to be our parents' responsibility, because it's just not their wheelhouse.

Eight-figure business owner Healthcare practice, second generation

Current client, uncompensated, and no other business relationship with the firm.

Straight answers before you book.

What is a fractional family office?

A family office is a private team that runs every part of a family's financial life: tax, entity structure, capital, and succession. Staffing one is its own payroll, which is why the model has stayed reserved for households above $100M. Family offices at $250 million or less average about $900,000 a year in operating costs (J.P. Morgan Global Family Office Report, 2026). A fractional family office delivers the same coordination without the standing payroll. One team, across tax, growth, wealth architecture, and exit at once, scoped to a founder still running the business.

What does the retainer cover?

Tax management, planning and filing, growth and business planning, risk, estate, and entity work, and quarterly strategic reviews. One flat retainer, no hourly billing.

How is this different from my CPA?

A CPA files your returns. We work year round across tax, entity structure, capital, and exit planning as one coordinated team, so every decision is made with tax, growth, wealth architecture, and exit in view, not once a year at filing.

How do you get paid?

One flat monthly retainer. We earn on the relationship, not on a percentage of your assets.

What does the retainer cost?

The retainer is a flat monthly fee, and the amount is set per engagement. We scope it to your entities, your situation, and the modules you need. You get the number after the strategy call, with the modeled plan that carries your Year-1 tax position, so you see the scope it is priced against before you see the price.

What if I am not planning to sell?

Most founders are not, yet. The business can represent 80 to 90 percent of an owner's net worth (Exit Planning Institute, 2025), and exit positioning takes years, so we begin it at the start of the engagement. If an offer comes, or the plan changes, the structure is already in place.

Who is this built for?

Founders running $2M plus businesses, in growth, pre-exit, or post-exit transition, whether one owner and one business, or multiple owners and multiple businesses.

Let's look at your numbers.

Bring your entity structure, your last tax return, and where you want the business to go. We will show you what an integrated plan looks like and what the first year could model out to.

By email: tax@eg-capital.co We reply within one business day.

If you're looking for someone to prepare your tax return, there are plenty of firms that can do that. If you're looking for a team that actually acts like a strategic partner, that's where EG is different.

Seven-figure business owner Family-owned company

Current client, uncompensated, and no other business relationship with the firm.

Where we send the reply. Format: you@company.com

Your details stay private. Submitting does not create an advisory relationship, and the modeled savings discussed are estimates, not guarantees. See our privacy notice.

One team, one plan, one retainer.

Optimize. Empower. Scale.