PROFESSIONAL PARTNERSHIPS

A Strategic Extension of Your Professional Team.

Alex Weinberger, CFP, CDFA. President, Marriage Financial Solutions.

Technology Executive with Concentrated Equity

A senior executive at a publicly traded technology company with a multi-million dollar equity package: vested and unvested restricted stock units, stock options at multiple strike prices, performance shares contingent on company milestones, and a separate deferred compensation plan. Engagement focused on the community-versus-separate analysis for each award, after-tax valuation under several scenarios, and a settlement structure that preserved long-term financial security for the spouse who was not the primary earner.

Founder Navigating Divorce During a Liquidity Event

The founder of a privately held company in the middle of a sale process. Engagement focused on settlement timing relative to the transaction, the treatment of pre-IPO equity and earn-out provisions, coordination with an independent business appraiser, and modeling of post-transaction outcomes for both parties. The work supported a settlement structure that did not require either party to make irreversible decisions before the transaction closed.

Founder Navigating Divorce During a Liquidity Event

The founder of a privately held company in the middle of a sale process. Engagement focused on settlement timing relative to the transaction, the treatment of pre-IPO equity and earn-out provisions, coordination with an independent business appraiser, and modeling of post-transaction outcomes for both parties. The work supported a settlement structure that did not require either party to make irreversible decisions before the transaction closed.

Inherited Wealth and Multi-Generational Trust Structures

A spouse with significant inherited assets held in family trusts, alongside community assets accumulated during the marriage. Engagement focused on the careful separation of inherited and community property, the treatment of trust distributions during the marriage, the role of any premarital agreement, and a settlement that respected the integrity of the family's longer-term plans while ensuring an equitable outcome.

Mid-Career Professional with Complex Retirement Assets

A spouse approaching retirement with significant assets across a 401(k), a defined benefit pension, an IRA rollover, and a non-qualified deferred compensation plan. Engagement focused on QDRO drafting and review across multiple plan types, the after-tax economics of different division choices, and a long-term cash flow projection that confirmed the proposed retirement timeline remained viable post-divorce.

Mediation Engagement, High Asset Estate

A couple in active mediation with a complex marital estate including a closely held business, multiple real estate holdings, and significant equity compensation. Engagement was to develop the full financial picture for both spouses, modeling several settlement structures, and presenting findings to both parties and their attorneys. The mediator and both attorneys closed the case on schedule with no need to escalate to litigation.

HOW WE WORK WITH YOUR TEAM

A Process Built Around the Cases You Bring.

Every engagement is shaped by the case in front of us, but the process itself is consistent. It is built to integrate cleanly with the legal team already in place, to produce financial analysis your client and the rest of the table can rely on, and to keep your representation moving forward without administrative friction. The three stages below describe how an engagement typically unfolds from the moment of referral to the close of the matter.

Step 1

Onboarding

Quiet, considered, and complete before the first analysis is run.

After the introduction, the engagement begins with a confidential conversation directly with your client. The first call is private, unhurried, and structured to develop a complete understanding of the case: the scope of the marital estate, the complexity of the assets involved, the dispute resolution path the case is taking, and the specific financial questions that need to be answered. Where it is helpful, a follow-up call with you is scheduled to align on case strategy, timeline expectations, and any sensitivities that should be reflected in how the work is presented.

By the end of onboarding, three things are in place: a clear scope of work confirmed in writing, a defined deliverable, and a working relationship with your client that you can trust to remain professional, discreet, and aligned with your representation.

Outcome: a confirmed scope, a clear timeline, and a client who feels grounded going into the analysis.

REFFER A CLIENT

Step 2

Analysis

The substantive financial work, presented in a form your team can use.

This is where the depth of the firm's institutional finance background does its work. The analysis is built to the case: settlement scenarios modeled on a net-after-tax basis, retirement assets reviewed with QDRO drafting in mind, and long-term cash flow and net worth projections that show what each proposed structure actually produces over a 20 to 30 year horizon. Where a particular asset class requires specialized expertise, such as a closely held business, the firm coordinates with a qualified independent professional rather than overstepping its scope.

The deliverable is an analysis sized to the case: clear enough for your client to understand, detailed enough for your negotiation, and structured so that the most important findings surface in the first page rather than the last. Throughout the engagement, the firm is available for working calls with you, with the mediator, or with the full collaborative team, presenting findings in a way that informs rather than advocates.

Outcome: a financial analysis, defensible in negotiation, presented in a form that integrates with the work already underway.

REFFER A CLIENT

Step 3

Resolution

From the agreement to the financial life that begins on the day it is signed.

As the case approaches resolution, the financial work shifts from analysis to execution. QDROs are reviewed before submission. Asset transfers are mapped and sequenced. The post-divorce financial picture, including budget, tax filing posture, and longer-term planning, is built out so that your client is not left navigating a long list of unfamiliar tasks alone after the matter closes. Where investment management is appropriate, the affiliated registered investment adviser is available; where it is not, the firm says so.

Once the case is closed, the relationship with you continues. The firm reports back on how the engagement landed, surfaces anything from the case that should inform future referrals, and remains a resource for the next matter. Referral relationships with the firm are built to last, which is why the closing of one case is treated as the opening of the next conversation rather than the end of one.

Outcome: a clean financial transition for your client, a closed loop with you, and a relationship positioned for the next case.

REFFER A CLIENT

Corporate Finance Pedigree. Family Law Focus.

Attorneys trust our firm because we bring an institutional-grade financial background to the mediation table. Alex began his career at Houlihan Lokey and Hall Capital Partners, working on the types of complex corporate structures, RSUs, and valuations that define high-net-worth estates.

Today, he translates that investment banking rigor into the family law arena, providing the analytical certainty attorneys need to move cases toward a successful resolution.

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