Priya
Fortune 500 Head of Tax
The Expert Who Needs Planning
Their World
Priya is Head of Tax at a Fortune 500 company, managing a team of 30 and overseeing billions in corporate tax liability. She knows the tax code better than most CPAs. But here's the irony: her own financial life has been on autopilot. She's so deep in corporate tax strategy that she hasn't applied that same rigor to her personal wealth. She doesn't need someone to explain Section 409A to her. She needs someone to build the plan around it.
The Complexity
Priya's challenge isn't tax knowledge; it's the integration of tax strategy with everything else. She needs investment management that goes beyond her company stock. She needs an estate plan that accounts for her specific compensation structure. She needs someone who can keep up with her technically while adding the planning dimensions she doesn't have time for: cash flow modeling, insurance analysis, charitable strategy, and retirement projections.
The Tesseract Way
Your Personal CFO speaks her language. We don't waste time explaining AMT or NII surtax. Instead, we focus on the dimensions she hasn't had time to address: a comprehensive estate plan, an investment strategy beyond her company stock, a retirement model that accounts for her full compensation picture, and a charitable giving strategy that maximizes her impact. Priya finally has a peer on the personal side.
Your Dashboard View
A glimpse of what Priya's Personal CFO dashboard looks like.
Tesseract Dashboard
Priya
Total Net Worth
$15,000,000
Projected Annual Tax Savings
$275,000
Through optimized strategy
Action Items
- 1Complete estate plan review with updated exemption amounts
- 2Rebalance personal investment portfolio
- 3Evaluate donor-advised fund contribution timing
Upcoming Deadlines
Charitable Contribution Deadline
Dec 31, 2026
Estate Document Review
Jun 1, 2026
This Could Be Your View
See your complete financial picture in one place.