We’re experienced in helping professionals, executives, multiple generations of families including business owners with a higher net worth assess their options.
We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals and objectives
If you have $3 million or more in net worth, you’re likely:
- Looking to help reduce your tax exposure — including income tax, capital gains tax, net investment income tax or estate tax
- Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings
- Wanting to integrate your various financial, legacy and tax strategies
- Looking for help identifying and simplifying your financial decisions from among varying options and approaches
- Ready to coordinate with professionals who value relationships, helping make your financial goals a reality
The Power of Three
Our firm's Triple Distinction sets us apart from other financial advisors. The advisors on our team are backed with years of experience and advanced industry certifications. We go beyond the standard, offering a level of care and knowledge designed to help you achieve your financial goals with confidence.
Here’s how we stand out:
- Two of our senior advisors hold Certified Public Accountant (CPA) licenses, allowing us to craft tax strategies that stay aligned with evolving tax laws.
- Several advisors at our firm have earned the Certified Financial Planners (CFP®) designation, allowing them to provide clients with a holistic, tailored approach to financial planning.
- Two of our advisors bring unique insight as former IRS agents. Their knowledge of tax laws and IRS procedures allows them to provide tax-efficient investment advice and proactive tax planning.
A Team Approach
If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
We can help in the following areas:
- Sales of highly appreciated assets (businesses, real estate, stocks, etc.)
- Business succession planning
- Advanced legacy strategies
- Planned and charitable giving strategies
You've worked hard for your wealth — let's help ensure it works just as hard for you.
Get These Two Downloads
Tax Planning for the Sale of Highly Appreciated Assets
An area of interest for many high net worth clients is the opportunity to realize tax savings when selling highly appreciated assets. This brochure provides a high-level review of the strategies that may help those individuals reduce capital gains and potentially realize tax savings.
And We Will Also Include
Large IRAs: 3 Key Planning Opportunities
This brochure reviews three key tax-planning opportunities for IRAs with a value of $1 million or more.