Tax Optimization

As you progress in your career, it can feel like taxes hit harder and harder.  Use the 1%'s proactive tax strategies for your own family.

Your Challenges:

• What tax strategies are available and relevant for you?
• How can you reduce your income taxes?
• How can you increase your after-tax returns on your investments?

Our services:

• Research and identify forward-looking, tax-efficient opportunities within your financial ecosystem that are personally relevant to you to reduce your income tax, capital gains tax, and potential estate tax.
• Integrate your tax and investing strategy to maximize after-tax returns e.g., strategic placement of asset classes across your household’s accounts to optimize tax efficiency
• Help you understand your tax return and tax law changes