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.
- Tax-efficient investing to trigger lower tax liabilities
- Tax loss harvesting to offset gains
- Gift transfers maximizing tax benefits
- Roth conversion and gain planning
- Portfolio Lending
*Dimensional Fund Advisors