Tax-aware planning and structuring

Taxes play a meaningful role in the lives of nearly everyone, and when it comes to understanding them in the context of a sound financial plan, the right guidance can make a world of difference. We have a team dedicated to ensuring you know your options for structures, solutions and strategies that can help you more efficiently achieve your goals. How you invest, borrow and give all have meaningful implications, and we can help you identify the structures that best suit your needs.

Let’s start with tax-efficient investing. How can we help you structure your investments more strategically? Once we understand your situation, we can tailor innovative approaches that can help you reach your goals and preserve more wealth along the way. We’re here to help you understand your options and to identify new ones.

We’re also finding creative ways to combine tax-efficient investing with trust planning and other strategies. For business owners and executives, we’re able to work between personal and corporate tax planning to help you reach better outcomes.

In all cases, we’re ready to help you structure your wealth intelligently.

Tax-aware borrowing

Creative borrowing strategies also can help you reach better outcomes. Does it make sense for you to explore rules around deductions for mortgage or investment loan interest? In some cases, these rules may help you achieve your goals faster with the help of strategic borrowing.

Giving more strategically 

We can help you understand how you might use vehicles such as donor-advised funds or foundations to have more flexibility and maximize the value of some donations.

Our team is continuously monitoring the tax environment, which in recent years has changed drastically. And we update you swiftly with client notes, articles and events to ensure you are prepared with a suitable planning approach. 

We can help you be aware of the tax implications of your holdings and decisions about money, and how to most efficiently transfer wealth. We’ll think through some options to help you sleep better at night.

  • Tax-aware planning and structuring

    Understanding how taxes might affect your financial plan can be a daunting task, but knowing your options is imperative. The right guidance can make a world of difference. How you invest, borrow and give all have meaningful implications, and we can help you identify the structures that best suit your needs.
  • Optimizing your estate plan

    When we help you review your estate plan, we do more than just check the boxes. We help you address the important, big-picture questions to empower you to create and implement better estate planning.
  • Cross-border wealth advisory

    Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.