R. John Dass

About R. John Dass

If I knew then what I know now, I’d tell my younger self: hope is not a strategy. Wanting…

Experience

1. Private Client Advisor

   Birdseye Financial Inc

   Apr 2025 — Present · Denver, CO, US

   R. John Dass and Corbin Lindsey bring together complementary expertise in advanced tax mitigation, asset protection, and multi-generational wealth transfer planning—serving entrepreneurial families across the U.S.Their core planning vision centers on advocating for the family’s complete financial well-being. Whether the need is tax strategy, estate structuring, investment oversight, or succession planning, they personally assist, consult, or collaborate with a trusted network of top-tier professionals to meet the family’s goals. Their role is to serve as an unwavering advocate, ensuring that the family’s legacy is preserved and protected.Depending on each family’s unique circumstances, their tax mitigation strategies can significantly reduce income tax liabilities. For passive income streams and the sale of appreciated assets, they help clients implement sophisticated strategies to substantially mitigate tax exposure.For asset protection and wealth transfer, they design structures that safeguard assets from creditors and remove them from the taxable estate—all while giving clients full investment control and continued beneficial use. These solutions support multi-generational platforms that sustain family wealth far into the future.Their involvement also extends beyond personal wealth—working closely with family operating companies to enhance EBITDA and positioning them for a successful transition, whether through M&A, private equity partnerships, or strategic exits.Beyond the financial outcomes, R. John and Corbin share a purpose-driven approach to their work: they believe that well-planned success creates greater opportunities to positively impact their communities and the world.

Skills

• Crm