Our team of experts consults with high-net-worth clients and their tax advisors to
achieve unparalleled tax efficiency.
We have utilized playbooks from the fields of tax analysis, estate planning, philanthropy, and corporate law to develop a unique and creative process to structure assets for tax efficiency and protection. We recognize that no major decision is made in a vacuum, but rather in concert with one’s family and one’s trusted advisors.
Thus, we work in conjunction with our client’s tax and legal advisors and with their existing planning to provide guidance; we will not execute any engagement agreement, nor will we accept payment of service fees without the collective consensus of each member of our client’s inner circle.
Track Record: Our proprietary methodology has been developed, tested, and proven for over 20 years with more than 300 high-net-worth families.