Our Services

Tax Planning

Taxes are often one of the largest expenses for those who have accumulated significant wealth, but we can work together to minimize them. We’ll recommend tax-efficient investment strategies and collaborate with your trusted tax professionals year-round to develop proactive tax strategies. We will help evaluate, identify and recommend charitable giving strategies, & aim to minimize capital gains taxes on your investments while attempting to achieve a proper balance of risk and return relationship.

Our strategies

Tax Planning

Identifying tax efficiencies
Collaborating with your accountants, financial advisors & tax professionals
Identifying tax loss harvesting opportunities
Recommending charitable giving strategies
Verifying the accuracy of financial data, including cost basis of all previously held positions
Recommending tax compliance strategies
Identifying other customized tax saving strategies as may come due

Roadmap

Revocable (“living”) trusts
Irrevocable trusts
Durable Powers of Attorney
Advance Medical Directives and HIPAA Privacy Releases (USA)
Grant of Letters of Administration
Grant of Probate
Living Wills
Standalone Retirement Trusts
Various ancillary documents, including certificates of trust and assignments of personal property

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Related Services

Investment Management

Together, we’ll determine the balance of risk and potential return that you’re comfortable with & work with your financial advisors to effectuate a portfolio that best suits your profile.

Education Planning

Its in our, and your best interest to think well into the future and plan for your childrens' education while factoring both the present and future micro & macro-economic factors.

Cash Flow Management

Once we have a clear picture of your cash flow, we can develop a plan that will help you prepare for the future.

Retirement Planning

We will help you with retirement planning and create a unique plan that fits your needs and stage in life. Our team can assist you with tax-deferred retirement accounts by developing unique strategies in tandem with your risk tolerance in the accumulation, pre-retirement and retirement/distribution stages of your life.

"The average wealthy person spends 10 times more time planning their finances than the average middle-class individual." – Thomas J. Stanley

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