Tax is more than just one segment of your finances. In one way or another, it’s tied into nearly every aspect of your wealth, from the sale of your business to your investment strategies and your retirement cash flow.

The key to managing something this complex is strong coordination. With family office services and an extended team of specialists, we are able to look at the entirety of your wealth and business to identify ways to reduce tax. We even sit down with your accountant at least once per year for a complete review, to ensure our strategies are relevant and up-to-date.

We help owners improve tax-efficiency through:

• Combining tax strategy among your investment, cash flow, protection and other plans
• Regular communication and in-person reviews with your accountant(s)
• Recourse to business tax specialists
• Managing revenue from the sale of your business for efficient retirement income

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Top 10 Reasons to Work with Us