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Peake Partners · A direct partner of Wilson Hand
You built the wealth. You should decide where it goes.
Peake Partners connects business owners and high-income professionals with advanced, attorney-implemented tax strategies, designed and carried out by the tax attorneys at Wilson Hand.
20 minutes. If nothing fits, we'll say so.
Free, no obligation
A 20-minute strategy review.
- A short call about your income, assets, goals and timeline.
- No cost, no obligation.
- If none of the strategies fit, we'll tell you.
- Strategies implemented by Wilson Hand's tax attorneys
- Built for people earning $1M+ a year, or holding $2M+ in assets
- Full documentation and IRS audit support included with every strategy
Beyond the standard playbook
Most tax planning stops at deductions you already know about.
If you earn seven figures, own a business, or hold a large retirement account, the standard playbook leaves a lot on the table. Traditional planning defers taxes. It rarely changes how much you owe.
Peake Partners is a direct partner of Wilson Hand, a law firm that designs advanced tax strategies for successful individuals and business owners. We find out whether those strategies fit your situation, and we connect you with the attorneys who put them in place.
Start with your situation
Which situation are you in?
I'm planning retirement
Large balance in a 401(k) or IRA? Every withdrawal is taxed as ordinary income, and RMDs start at 73.
Learn moreI'm ready to step away from my business
Retire on your timeline without waiting years for the right buyer.
Learn moreI'm selling a highly appreciated asset
A business, real estate or a concentrated stock position. Plan before you sign.
Learn moreI have high active income
1099, K-1 or business income taxed at 40–50% combined.
Learn moreI'm an employer
Add a health benefit and lower payroll taxes, at no net cost.
Learn more How it works
Three steps. Your current advisors stay in the loop.
- 01
Find out if you qualify
A 20-minute call to understand your income, assets and goals.
- 02
Meet the strategy team
We bring in Wilson Hand to review your situation and recommend the strategies that fit.
- 03
Wilson Hand implements
Their attorneys handle structuring, documents and ongoing compliance, including audit support.
A retiree with a $2.8M IRA was facing ordinary income tax on every future withdrawal, plus required minimum distributions starting at 73. Restructured through the Accelerated Retirement Plan, the account became a tax-advantaged asset projected to provide about $185,000 a year in retirement income, with over $1M in projected lifetime taxes avoided.
Who you'll talk to
The people you'll talk to
Peake Partners stays your point of contact, from the first call through implementation.
[Name]
[Title]
[LinkedIn profile URL]
Find out what you could keep.
A short call is all it takes to see whether these strategies fit. No cost, no obligation.
20 minutes. If nothing fits, we'll say so.