Company Info for lofty.ai | IcebreakerMembers
I’m Roland Chow, Founder of Optura Advisors and Partner at AlphaSkew. We help you breakthrough the financial matrix by leading with advanced tax mitigation to help you save on taxes legally and with preparation and filing. We then help you harvest the savings and achieve a flywheel of financial independence.
Our multi-family office combines data science, advanced tax planning, and an institutional investment approach to help clients navigate complexity with clarity and control: think equity comp, crypto gains, private equity, and liquidity events.
🌟Who We Work With
✅Tech professionals and entrepreneurs - Whether you're sitting on RSUs, ISOs, NSOs, or a concentrated equity position, we help you reduce tax drag and maximize after-tax wealth with proactive planning.
✅Crypto and alternative asset investors - DeFi, OTC deals, and multiple wallets can turn into a reporting nightmare. We bring structure, compliance, and strategy to keep you ahead of the IRS while optimizing long-term value.
✅Business owners - Maximize your business value for a sale or for succession planning. We can help address tax mitigation and leverage company benefits for key employees and owners. We also have M&A and investment banking capabilities through our multi-family office platform.
🌟What We Deliver
✅Advanced tax-mitigation strategies - Built around your unique income profile, asset mix, and long-term goals. No boilerplate advice. Customized planning to your needs.
✅Institutional-level portfolio design – We integrate private equity, hedge funds, and tax-advantaged investments alongside public markets to deliver durable, risk-adjusted returns.
✅Exit planning and liquidity event readiness – We help clients anticipate and plan for major financial events to avoid surprises and preserve wealth.
🌟Why It Matters
✅If you’re in the top tax brackets, the government is a silent partner to everything you earn. The right planning changes the game. We regularly help clients unlock $100K+ annually in tax savings - legally while minimizing friction from the IRS.
When I’m not advising clients, I’m educating CPAs on advanced tax planning strategies, studying the markets, traveling with family and friends, or hanging out with my church family. My mission: help families grow multigenerational wealth and establish their own family office including the lifestyle components such as 2nd citizenships and residencies. ✈️
Ready to optimize your future? Let’s connect for a discovery meeting (https://zcal.co/optura/30min) and explore how to invest smarter and maximize what you keep. 
Collaborative, industrious, intellectually curious, creative, self-motivated software development engineer with proven ability to design, develop and deliver high-quality, scalable, effective solutions.
Academic work and internships focused on:
Software development
Customer success
Testing and troubleshooting
Quality, reliability and availability
Performance and scalability
Understanding solution requirements
Problem solving
Communicating technical information
Ease of use
Object Oriented Programming
Agile development methodology
Cloud solutions
Big Data
Data Science
Data Analytics
Data Structures
Algorithms
Machine Learning
Web Content Management and targeted digital content delivery
Digital Experience Platforms and personalization
Working with large-scale, complex data sets
Proficient in: Python, Ruby, MySQL, R, Java, C
Tools: Mongo DB, Jupyter, CLI 
