Tax Planning

The difference between gross wealth and what you actually retain comes down to tax architecture. We integrate tax efficiency into every major financial decision, from portfolio rebalancing to complex business exits and trust distributions, ensuring your money stays where it belongs.

How we work

What we do

Tax planning tied to your long-term goals, not only this year’s return.

Planning ahead of events

We bring options before the tax is due: ahead of a liquidity event, an equity grant vesting, a property sale or a move, while the timing and structure can still change.

Entity structure

How your private investments, operating companies and real estate are held, in LLCs, trusts and foundations, decides who is taxed on what, and where. We review that structure as a whole, with your attorney and accountant.

Matching gains and losses

Losses are taken when they can offset a gain of the same kind (portfolio against portfolio, passive against passive) in the year they do the most good.

When it matters most

The moments that move the most tax, and what we do in each.

All transitions

Liquidity Event

The sale of a business you own, or a large part of it. Years of concentrated, illiquid value become cash at a single closing, and the role that organized your life often ends with it.

The structure is set before the sale, while it can still change the result.

Receiving an Inheritance

Receiving assets from someone who has died, most often a parent. The legal clock and the emotional one run at different speeds, and most of the irreversible choices fall on the legal one.

Inherited assets are reviewed at their new cost basis before anything is sold.

Retirement

The end of a primary career. Saving becomes spending, and a life organized by work has to be organized by something else.

The lower-income years before required distributions can be used for Roth conversions.

Divorce

The end of a marriage or long-term partnership. One household becomes two, and what the couple held jointly, including friendships, has to be divided.

Assets are divided with their tax cost in view, as well as their value.

1 of 4: Liquidity Event

Common questions

All year, and mostly before the year closes. A return records decisions already made: by the time it is prepared, the timing of income, gains and gifts is settled. We project the year ahead of its close, and again whenever something large is coming.

Start with a conversation.

Tell us what is changing in your family. We listen first, and tell you plainly whether we are the right office for it.

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