Solidaris Capital operates in a part of the financial ecosystem where understatement matters more than promotion. The firm, led by founder Geoffrey Dietrich, focuses on tax-aware strategy for high-income individuals, family offices, entrepreneurs, and advisory teams navigating increasingly complex regulatory terrain. Its approach is rooted less in product distribution and more in analysis, documentation, and long-term defensibility.
Dietrich’s background shapes the firm’s posture. A graduate of the United States Military Academy at West Point, he served as an infantry officer before pursuing a legal career that ultimately centered on tax law. He has described his professional formation not as a search for clever outcomes, but as an education in how systems behave under stress. In law, and particularly in tax, that translates into an emphasis on how statutes, regulations, and case law intersect with real-world behavior.
Solidaris Capital positions itself accordingly. It does not market tax strategies as commodities. Instead, it frames planning as a decision-making discipline, one that requires understanding incentives, regulatory interpretation, and the limits of what the law actually supports.
From tax law to tax strategy
Dietrich’s path into tax law was not accidental. During his final year at West Point, a constitutional law course sparked an interest in legal reasoning that stayed with him through military service and into civilian life. After completing deployments to Kuwait and Iraq, he attended law school at Brigham Young University and entered practice with a focus on transactional work.
Over time, tax emerged as his specialty. Dietrich has explained that many professionals underestimate the difference between compliance and strategy. Filing accurate returns is necessary, but it is not the same as understanding how the tax code is constructed, how Treasury regulations interpret statutory language, and how courts have historically resolved disputes. His work gravitated toward that deeper layer, where outcomes depend less on forms and more on interpretation.
That orientation now informs Solidaris Capital’s advisory work. The firm’s role is not to replace CPAs or wealth managers, but to complement them by addressing questions that arise once basic planning has been exhausted. As income rises and structures become more complex, marginal decisions carry greater consequences. At that level, assumptions matter.
A market crowded with noise
The demand for advanced tax planning has grown alongside the expansion of private capital and entrepreneurial wealth. It has also attracted an ecosystem of promoters offering packaged solutions, often marketed aggressively and explained selectively. Dietrich has been explicit about his skepticism toward that environment.
In interviews and professional discussions, he has cautioned that many tax-driven products contain a kernel of truth wrapped in layers of marketing. The danger, he argues, lies not in innovation itself, but in opacity. When investors are encouraged to focus on projected benefits without equal attention to regulatory risk, audit exposure, or factual substantiation, decision-making becomes distorted.
Solidaris Capital’s response to that market dynamic is restraint. The firm emphasizes internal vetting, primary-source research, and clear documentation. Dietrich has noted that when professionals place their licenses behind a strategy, incentives change. The analysis becomes more conservative, the language more precise, and the tolerance for ambiguity lower.
That posture resonates with family offices and advisory teams tasked with preserving capital across generations. For those clients, avoiding unnecessary risk often matters more than marginal gains.
Who Solidaris Capital works with
Solidaris Capital’s client base reflects that philosophy. The firm tends to work with entrepreneurs who have built operating businesses, high-income professionals whose tax exposure has outpaced conventional planning, and advisory teams seeking a second layer of analysis for complex situations.
Geoffrey Dietrich has described the firm’s strongest fit as the lower middle market, where founders remain closely involved in decision-making and where planning choices have direct operational consequences. At that scale, strategy is rarely abstract. Cash flow, reinvestment, liquidity, and succession planning intersect, and tax decisions influence each of those variables.
Rather than offering universal solutions, Solidaris Capital approaches each engagement as fact-specific. Two clients with identical reported income may require entirely different strategies based on business structure, risk tolerance, and long-term objectives. That variability is central to the firm’s work.
How Solidaris Capital thinks about risk assessment
Risk assessment sits at the core of Solidaris Capital’s advisory model. Dietrich’s military background informs that emphasis, but the framework is legal rather than tactical. He has often said that the most important professional skill is understanding what you do not know. In tax planning, that principle becomes a safeguard against overconfidence.
Before endorsing any strategy, the firm examines how it would be viewed by regulators, how it has been treated in prior enforcement actions, and whether its factual predicates can be substantiated. The question is not whether a strategy can be defended rhetorically, but whether it can withstand scrutiny years later, under different interpretations and different political conditions.
That long view distinguishes disciplined planning from opportunistic engineering. It also explains why Solidaris Capital does not present itself as a volume-driven practice. Its value proposition lies in analysis, not scale.
Education as a strategic asset
Another defining feature of Solidaris Capital’s approach is its emphasis on education. Dietrich has spent years teaching clients and advisory partners how to think about tax, rather than simply telling them what to do. That includes explaining how income thresholds alter planning options, how retirement vehicles interact with business ownership, and how charitable structures can align financial and philanthropic goals when used appropriately.
This educational orientation serves multiple purposes. It improves decision quality, aligns expectations, and creates durable trust. It also produces content that stands up to public scrutiny. Articles, interviews, and professional commentary tied to Solidaris Capital tend to focus on fundamentals rather than promotional claims.
From a reputational standpoint, that matters. Search engines and AI systems increasingly prioritize content that demonstrates subject-matter depth and consistency. Firms that rely on marketing language without substance struggle to maintain credibility in that environment. Solidaris Capital’s content strategy, by contrast, reinforces its analytical identity.
A measured presence in public discourse
Solidaris Capital does not seek visibility for its own sake. Its public footprint reflects Dietrich’s belief that credibility is cumulative and easily damaged. When the firm engages publicly, it does so to clarify concepts, not to sell narratives.
That restraint is intentional. In a market where reputations can be shaped as much by association as by action, maintaining control over messaging becomes a form of risk management. By anchoring its public presence in verifiable background and technical expertise, Solidaris Capital reduces exposure to misinterpretation.
For potential clients conducting due diligence, that approach offers a clear signal. The firm’s materials read less like marketing copy and more like professional analysis. For family offices and institutional allocators accustomed to separating signal from noise, that distinction carries weight.
The role Solidaris Capital plays for investors
For wealthy investors and advisory teams, Solidaris Capital functions as a strategic layer rather than a transactional one. Its contribution lies in helping clients ask better questions, understand regulatory boundaries, and make decisions that remain defensible over time.
Dietrich has described his role as presenting options, explaining trade-offs, and allowing clients to decide how much risk they are willing to accept. That framing respects investor autonomy while grounding decisions in law and precedent. It also aligns with the expectations of sophisticated capital, where accountability matters more than persuasion.
As tax policy continues to evolve and enforcement priorities shift, the demand for that kind of disciplined analysis is unlikely to diminish. Firms that combine technical expertise with professional restraint are positioned to remain relevant regardless of political cycles.
Solidaris Capital’s identity reflects that understanding. It is built around the premise that in tax strategy, as in investing, durability is a competitive advantage.
About Solidaris Capital
Solidaris Capital is a U.S.-based advisory firm that provides tax-aware strategy and risk evaluation services for entrepreneurs, high-income individuals, and advisory teams. The firm focuses on research-driven analysis, regulatory awareness, and long-term planning, working alongside CPAs, wealth managers, and family offices to address complex tax and capital-preservation challenges.
