Intelligent Wealth By Design

Most wealth is not lost to bad markets. It is lost to bad design.

The greatest threats to wealth are often not market crashes. More often, they are invisible inefficiencies: poor structure, unnecessary taxation, fragmented planning, and strategies built without long-term intention. Intelligent Wealth by Design introduces a framework for aligning investments, tax strategy, liquidity, and legacy into a structure built to endure.

A framework for wealth that seeks to compound with intention.

I.Architecture before allocation.

The structure holding your wealth can matter more than any single investment inside it

II.A portfolio that fits.

Your investments should reflect your liquidity needs, tax exposure, risk tolerance, and long-term objectives.

III.Dollars, redirected.

Strategic design can reduce unnecessary tax drag and improve long-term capital efficiency across generations.

Built for complexity. Designed for clarity.

I.Entrepreneurs Post-Liquidity

Founders who've sold or are planning to sell, seeking tax-efficient structures for concentrated proceeds.

II.Executives with Concentrated Stock

C-suite leaders with significant equity compensation and diversification needs.

III.High-Income Professionals

Physicians, attorneys, and partners generating high ordinary income with limited tax shelters.

IV.Professional Athletes

Careers that end early, requiring structures that generate income for life.

V.Real Estate Investors

Portfolios generating taxable income seeking structural optimization.

VI.Multi-Generational Families

Families seeking cohesive wealth transfer across generations.

The Author

Twenty-seven years of designing wealth.

Doug Liptak, CPA, CFP®, founded SignatureFD with the belief that wealth should be designed with intention, not managed in isolation. Today, as Chief Strategy Officer and Founder of SignatureFD and leader of the firm’s Intelligent Wealth Design practice at AutographFD, he advises entrepreneurs, executives, physicians, HNWI, and multi-generational families on the structural decisions that shape enduring wealth. Drawing from decades of real-world client experience, Intelligent Wealth by Design distills the principles behind resilient wealth architecture into a practical framework for investors, founders, and legacy-minded families.

100%

Author Proceeds

Directed to Heart for Africa and the work of Project Canaan, founded by Janine and Ian Maxwell.

What others are saying.

“A book of unusual clarity. Doug has spent his career sitting across the table from families at the inflection points of wealth — and he has written down what he has learned with rare honesty and craft.”

— ROBERT W. CHESNER JR., Chief Operating Officer Ripp Grossman & Fitte LLP

Intelligent Wealth By Design.