Unlocking Tax Benefits
High Wealth Tax Planning & Strategy
Our tax planning processes are proactive, before-the-fact, and designed specifically for high-net-wealth individuals and families. We conduct a meticulous analysis of your business and investment operations as well as the tax profile of the family members to craft advanced solutions to minimize taxes whenever and wherever legally possible.
High-wealth tax planning is not just for those experiencing exceptional financial performance or windfalls. Proactive, ongoing planning provides substantial advantages to increase cash flow during both prosperous and challenging financial times. Our tailored strategies enhance your financial security by ensuring that every decision is tax-efficient and aligned with your long-term goals.
Executing Your High Wealth Tax Strategy Begins with Structure
We Start at 30,000 Feet: Different items of income and loss have different tax rates depending on the ‘category’. That means that entity structure is more important than ever.
Income Deferral & Timing: Carefully manage your tax liability by deferring income and spreading it across future tax years, minimizing the impact in high-income periods.
Investment & Capital Gain Optimization: Effectively structure and time the sale of investments to balance capital gains and losses, ensuring optimal tax treatment for your portfolio.
Advanced Estate & Trust Strategies: Implement sophisticated estate planning strategies, including the use of trusts, to efficiently transfer wealth to future generations while minimizing tax exposure.
Charitable Giving for Maximum Benefit: Leverage tax-efficient charitable giving strategies, such as donating appreciated assets, to support causes important to you while maximizing your tax benefits.
Below are some of the key strategies we explore with our clients:
Arranging business and investment operations into the optimal entity structures
Deferring income to manage tax liabilities across multiple years
Structuring investment sales and timing capital gains and losses effectively
Strategizing around large asset purchases and real estate investments
Identifying opportunities to reduce taxable income through retirement plan contributions
Reviewing estate planning strategies, including the use of trusts for wealth transfer
Maximizing tax benefits through charitable giving strategies, such as donating appreciated assets
