Tax Planning and Strategy
Our team helps to address your family’s complex planning needs with sophisticated and tax-efficient strategies.3
The execution of a family plan relies on thoughtful tax planning. We offer tax planning and strategy on individual, trust, estate, and personal entities for clients. We provide advice for the best techniques to minimize your tax liability in even the most complex series of transactions over time and across generations.
What We Offer
Because our clients have advanced and sophisticated tax planning needs, we have assembled an experienced group of strategists to focus exclusively in this area. We use multi-year tax planning and what-if scenarios to understand outcomes and analyze the impact of tax law changes.
- Formulating proactive tax planning strategies
- Entity structure planning and asset protection
- Individual and fiduciary tax return coordination