Solidaris Capital operates in a segment of the advisory world where precision matters more than speed and credibility matters more than claims. The firm works with high-net-worth individuals, family offices, and accredited investors whose financial lives involve layered entities, private investments, cross-border assets, and long-term capital planning. In this environment, tax strategy is not a peripheral consideration. It is structural.
The firm’s advisory work centers on how capital is preserved once it reaches scale. That includes how income is characterized, how assets are held, how liquidity events are managed, and how risk is controlled over time. Solidaris Capital does not market prepackaged solutions or mass-distributed strategies. Its work is analytical, fact-driven, and closely tied to legal and regulatory realities.
At the center of that approach is Geoffrey Dietrich, whose professional background has shaped the firm’s emphasis on discipline, documentation, and long-term defensibility.
Geoffrey Dietrich is a graduate of the United States Military Academy at West Point, an institution known for producing leaders trained in logistics, systems management, and operational accountability. West Point’s curriculum is designed around execution under pressure, where outcomes are measured, and assumptions are tested in real time. That environment leaves little room for theoretical thinking disconnected from consequences.
Following his military service, Dietrich pursued a legal career, earning his law degree and concentrating his practice on tax law and complex financial structuring. His legal training provided a framework for understanding tax strategy not as a numerical exercise, but as a system governed by statutes, regulations, case law, and administrative interpretation.
This combination of military discipline and legal expertise informs how Dietrich approaches capital planning at Solidaris Capital. Strategies are evaluated for how they function in practice, not how they appear in a presentation. Documentation, factual alignment, and enforcement risk are treated as central considerations rather than afterthoughts.
For clients managing substantial capital, that perspective aligns with reality. At scale, poorly constructed strategies do not merely fail to deliver savings. They introduce risk that can persist for years.
One of the defining characteristics of Solidaris Capital’s work is its role as a coordinating advisor rather than a replacement for existing professionals. Family offices and accredited investors often already work with accountants, attorneys, and investment managers. The challenge is rarely access to advice. It is alignment.
Tax exposure often emerges at the intersection of decisions made by different advisors operating independently. An investment structure optimized for returns may create unintended tax consequences. A charitable vehicle may conflict with broader governance objectives. An exit strategy may overlook how income will be recognized across entities.
Solidaris Capital works across those boundaries. Its advisory role involves examining how strategies interact across the full financial ecosystem. That includes entity design, investment timing, jurisdictional considerations, and long-term planning. The objective is coherence, ensuring that decisions made in one area do not undermine outcomes in another.
This approach is particularly relevant for family offices managing multiple operating businesses, real estate portfolios, alternative investments, and philanthropic initiatives. At that level of complexity, tax strategy becomes inseparable from governance.
Family offices represent a core constituency for Solidaris Capital. These organizations exist to manage complexity, centralizing decision-making around investments, risk, philanthropy, and long-term planning. As family wealth grows, so does exposure to inefficiency and misalignment.
Solidaris Capital’s work with family offices often begins with a review of existing structures. Many families inherit frameworks built over decades, some of which no longer reflect current realities. Changes in tax law, investment strategy, or family dynamics can render once-effective structures inefficient or fragile.
By grounding recommendations in current facts and legal standards, the firm helps families adjust without destabilizing their broader plan. This work often includes evaluating how income flows through entities, how assets are titled, and how future transitions are expected to occur.
Accredited investors face a parallel set of challenges. Private investments and bespoke opportunities often come with aggressive projections and limited transparency. Tax considerations are frequently addressed late in the process, after capital has already been committed.
Solidaris Capital is often engaged earlier. Investors seek analysis before making commitments, asking whether proposed structures align with their broader financial picture and whether assumptions withstand scrutiny. This front-end diligence can prevent outcomes that look efficient on paper but fail in practice.
A consistent theme in Solidaris Capital’s advisory work is restraint. The firm does not frame tax strategy around maximum savings. It frames it around risk-adjusted outcomes.
Every strategy involves trade-offs. The relevant question is whether those trade-offs are understood and acceptable given the client’s objectives. Aggressive approaches that rely on favorable assumptions or limited oversight may offer short-term benefits while introducing long-term exposure.
Geoffrey Dietrich’s legal background reinforces this philosophy. Strategies are assessed through the lens of how they would be evaluated by regulators, auditors, or courts. Documentation is treated as integral to the strategy itself, not as a secondary consideration.
For clients who have spent years building capital, this emphasis resonates. Preservation requires patience and discipline. Solidaris Capital’s work reflects that reality.
For many clients, tax strategy is inseparable from legacy planning. Family offices and high-net-worth individuals are increasingly focused on how today’s decisions will affect future generations.
Solidaris Capital’s advisory work often includes evaluating how structures will function over time. That includes governance considerations, succession planning, and the practical burden placed on heirs and trustees. A structure that is efficient today but unmanageable tomorrow introduces risk of a different kind.
Dietrich’s approach emphasizes usability and continuity. Plans are evaluated not only for tax efficiency but for whether they can be understood and administered by future decision-makers. This perspective reflects an understanding that wealth preservation is an ongoing process, not a single transaction.
Solidaris Capital’s client base has grown primarily through referrals rather than marketing. Clients tend to arrive through professional networks, introductions from legal and accounting firms, or recommendations from other investors. This pattern reflects the firm’s positioning.
Its advisory model is not product-driven. It does not promote proprietary vehicles or packaged strategies. Advice is grounded in analysis and judgment rather than incentives tied to specific outcomes.
For clients, this alignment matters. The firm’s recommendations are shaped by what the facts support, not by what is easiest to sell.
In an environment crowded with aggressive claims and engineered certainty, Solidaris Capital occupies a different space. It serves investors who understand that uncertainty cannot be eliminated, only managed.
Geoffrey Dietrich’s leadership reflects that philosophy. His background in military discipline and legal analysis informs an approach grounded in structure, documentation, and accountability. For family offices and accredited investors navigating complexity, Solidaris Capital provides clarity rooted in substance rather than assumption.
As tax rules evolve and scrutiny increases, that approach has become less optional and more essential.
