Proactive Tax Planning
Taxes are more than just forms to file, they are an integral part of strategic financial planning.
Given the complexity of our clients’ finances, it’s no surprise that nearly every financial transaction requires us to consider taxation. Integrating tax and estate planning into your broader financial plan not only simplifies your life, it ensures that your goals and values are reflected in all your decisions.
We’ve built an in-house team of highly experienced CPAs and tax lawyers and made them an integrated part of our Personal CFO and Family Office services. Having these skill sets at the next desk, rather than down the street, gives us the ability to execute with speed, depth, and breadth for our clients. That could mean maximizing the value of charitable gifts, harvesting tax losses to offset future gains, choosing the right bond investments, or holding tax-inefficient asset classes in qualified accounts. Our goal is to optimize net after-tax returns across your entire balance sheet today and in the future, so that you can maximize the impact you want to have on the world.
Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.