Our Solutions
Entrepreneurs & Family Offices
For entrepreneurs and family offices, we add value beyond investing excellence. Our experience operating a family office enables us to help clients evaluate sophisticated strategies designed to improve after-tax outcomes
Strategies we have implemented include, but are not limited to:
- Strategic use of tax-advantaged accounts like Roth IRAs in portfolio construction
- Tax-loss harvesting
- Private placement life insurance
- Captive insurance companies
- R&D tax credit
- Section 1202 exclusion for qualifying gains on qualified small business stock
- Use of the IC-DISC structure to reduce taxes on international business
For more information, please contact us.
