Who we are
What are a former Chief Investment Officer and
Tech Founder doing in the Mutual Whole Life Insurance space?
We'll show you
Rohit
We help business owners turn income into durable assets
While maintaining access to liquidity and minimizing unnecessary tax friction
Mark
We focus on strategies that prioritize ownership, cash flow control, and long-term planning over short-term optimization or financial products designed for someone else’s balance sheet.
The Owner’s Asset takes an integrated approach to financial strategy. Rather than treating tax planning, retirement planning, estate planning, and risk management as separate conversations, we look at how these decisions interact over time. This allows business owners to make fewer reactive decisions and more intentional ones, with a clearer understanding of the tradeoffs involved. We work closely with small business owners and the CPAs they trust, designing strategies that are practical, compliant, and built to last. Our role is not to replace existing advisors, but to complement them with specialized expertise
Who we are
What are a former Chief Investment Officer and
Tech Founder doing in the Mutual Whole Life Insurance space?
We'll show you
Rohit
We help business owners turn income into durable assets
While maintaining access to liquidity and minimizing unnecessary tax friction
Mark
We focus on strategies that prioritize ownership, cash flow control, and long-term planning over short-term optimization or financial products designed for someone else’s balance sheet.
The Owner’s Asset takes an integrated approach to financial strategy. Rather than treating tax planning, retirement planning, estate planning, and risk management as separate conversations, we look at how these decisions interact over time. This allows business owners to make fewer reactive decisions and more intentional ones, with a clearer understanding of the tradeoffs involved. We work closely with small business owners and the CPAs they trust, designing strategies that are practical, compliant, and built to last. Our role is not to replace existing advisors, but to complement them with specialized expertise
Who we are
What are a former Chief Investment Officer and
Tech Founder doing in the Mutual Whole Life Insurance space?
We'll show you
Rohit
We help business owners turn income into durable assets
While maintaining access to liquidity and minimizing unnecessary tax friction
Mark
We focus on strategies that prioritize ownership, cash flow control, and long-term planning over short-term optimization or financial products designed for someone else’s balance sheet.
The Owner’s Asset takes an integrated approach to financial strategy. Rather than treating tax planning, retirement planning, estate planning, and risk management as separate conversations, we look at how these decisions interact over time. This allows business owners to make fewer reactive decisions and more intentional ones, with a clearer understanding of the tradeoffs involved. We work closely with small business owners and the CPAs they trust, designing strategies that are practical, compliant, and built to last. Our role is not to replace existing advisors, but to complement them with specialized expertise
Our Mission
To give financial control back to small business owners
Our work helps owners make intentional choices about how capital is structured, accessed, and preserved over time. When business owners regain control of their money, they regain the ability to plan with confidence instead of reacting year to year.
Our Mission
To give financial control back to small business owners
Our work helps owners make intentional choices about how capital is structured, accessed, and preserved over time. When business owners regain control of their money, they regain the ability to plan with confidence instead of reacting year to year.
Our Mission
To give financial control back to small business owners
Our work helps owners make intentional choices about how capital is structured, accessed, and preserved over time. When business owners regain control of their money, they regain the ability to plan with confidence instead of reacting year to year.
Mark Switaj
Chief Executive Officer
Mark Switaj is a repeat business founder focused on solving founder problems, and is passionate about helping business owners build tax-advantaged wealth without losing sight of how their businesses actually operate. He brings a builder’s perspective to his work, shaped by years of founding, leading, and scaling both venture-backed and privately-owned companies, and by close, lifelong exposure to the accounting profession as a son, grandson, and brother to accountants. Mark works at the intersection of strategy, execution, and tax-aware decision-making, partnering closely with owners and CPAs who want practical solutions rather than theoretical plans. Mark has run the Philadelphia, Chicago, Berlin, and Sydney marathons, and has biked from Miami to Key West. Mark admits that none of these compare to the challenge of finding Rohit’s golf balls on the back nine.
Rohit Punyani
Chief Solutions Officer
Rohit Punyani is a small business and 1099 retirement and tax nerd. Ro works closely with business owners and CPAs to design strategies that prioritize control, durability, and long-term ownership. After years in both capital markets and private wealth management, he shifted his focus to serving an often overlooked group: owners who earn well but feel boxed in by taxes, limited retirement options, and fragmented advice. Rohit brings a practical, deeply curious mindset to his work, grounded in real-world experience and a belief that the tax code should be used intentionally, not reactively. Outside of work, he’s a bookworm, a father, a husband, and, by his own admission, a terrible golfer.
Mark Switaj
Chief Executive Officer
Mark Switaj is a repeat business founder focused on solving founder problems, and is passionate about helping business owners build tax-advantaged wealth without losing sight of how their businesses actually operate. He brings a builder’s perspective to his work, shaped by years of founding, leading, and scaling both venture-backed and privately-owned companies, and by close, lifelong exposure to the accounting profession as a son, grandson, and brother to accountants. Mark works at the intersection of strategy, execution, and tax-aware decision-making, partnering closely with owners and CPAs who want practical solutions rather than theoretical plans. Mark has run the Philadelphia, Chicago, Berlin, and Sydney marathons, and has biked from Miami to Key West. Mark admits that none of these compare to the challenge of finding Rohit’s golf balls on the back nine.
Rohit Punyani
Chief Solutions Officer
Rohit Punyani is a small business and 1099 retirement and tax nerd. Ro works closely with business owners and CPAs to design strategies that prioritize control, durability, and long-term ownership. After years in both capital markets and private wealth management, he shifted his focus to serving an often overlooked group: owners who earn well but feel boxed in by taxes, limited retirement options, and fragmented advice. Rohit brings a practical, deeply curious mindset to his work, grounded in real-world experience and a belief that the tax code should be used intentionally, not reactively. Outside of work, he’s a bookworm, a father, a husband, and, by his own admission, a terrible golfer.
Mark Switaj
Chief Executive Officer
Mark Switaj is a repeat business founder focused on solving founder problems, and is passionate about helping business owners build tax-advantaged wealth without losing sight of how their businesses actually operate. He brings a builder’s perspective to his work, shaped by years of founding, leading, and scaling both venture-backed and privately-owned companies, and by close, lifelong exposure to the accounting profession as a son, grandson, and brother to accountants. Mark works at the intersection of strategy, execution, and tax-aware decision-making, partnering closely with owners and CPAs who want practical solutions rather than theoretical plans. Mark has run the Philadelphia, Chicago, Berlin, and Sydney marathons, and has biked from Miami to Key West. Mark admits that none of these compare to the challenge of finding Rohit’s golf balls on the back nine.
Rohit Punyani
Chief Solutions Officer
Rohit Punyani is a small business and 1099 retirement and tax nerd. Ro works closely with business owners and CPAs to design strategies that prioritize control, durability, and long-term ownership. After years in both capital markets and private wealth management, he shifted his focus to serving an often overlooked group: owners who earn well but feel boxed in by taxes, limited retirement options, and fragmented advice. Rohit brings a practical, deeply curious mindset to his work, grounded in real-world experience and a belief that the tax code should be used intentionally, not reactively. Outside of work, he’s a bookworm, a father, a husband, and, by his own admission, a terrible golfer.
A newsletter for building your best life
Notes on taxes, retirement planning, and long-term financial structure, written for business owners and the CPAs who work with them.
A newsletter for building your best life
Notes on taxes, retirement planning, and long-term financial structure, written for business owners and the CPAs who work with them.
A newsletter for building your best life
Notes on taxes, retirement planning, and long-term financial structure, written for business owners and the CPAs who work with them.
A newsletter for building your best life
Notes on taxes, retirement planning, and long-term financial structure, written for business owners and the CPAs who work with them.