Since our average client is already a millionaire, we employ strategies aimed appropriately as their objectives shift from growing wealth to preserving wealth. Preserving wealth means safeguarding your assets throughout your lifetime to protect your independence and dignity. We help you cope effectively with the four fundamental threats to maintaining your lifestyle for 30 years of retirement – inflation, taxes, longevity and potential erosion of entitlements. In today’s tax environment, the affluent know tax efficient investing and mitigation strategies are required. Our evidenced-based approach to investing generates less turnover, which reduces capital gains and investment income surtax.

  Additionally, our investment management process utilizing our network with local CPAs, allows for individualized tax mitigation strategies that integrate with your Investment Plan.

1. Tax-efficient investing to trigger lower tax liabilities
2. Tax loss harvesting to offset gains
3. Gift transfers maximizing tax benefits
4. Roth conversion and gain planning
5. Portfolio Lending

*Dimensional Fund Advisors 

As we age, we tend to focus more on the legacy we will leave. Our team first listens to learn what your charitable intent is. Second, we aim to maximize your charitable impact to ensure that you will fulfil your altruistic purposes and impact.

1. Beneficiary alignment with estate plan
2. College funding
3. Strategic asset transfers – what, how and when?
4. Executor and successor trustee selection
5. Gifting of appreciated assets to get deductions and avoid capital gains taxes
6. Charitable Trust planning
7. Charitable retirement plan distributions