OUR INDIVIDUAL & FAMILY SERVICES
Tax Planning & Advisory
Multifaceted forward-looking analysis to potentially minimize current and future taxes. Leveraging our tax law expertise and thoughtful analysis we help clients optimize complex tax situations.
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Tax Efficient Investing
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Equity Compensation & Option Planning
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Liquidity Event Preparation
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Charitable Giving Implementation
Tax Preparation & Filing
Coordinated approach enabling us to smoothly and accurately navigate the complexities of preparing and filing intricate tax returns. Confidently file accurate, fully optimized returns.
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Investment Income (Div, Int, Cap Gains)
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Real Estate Transactions
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Estimated Quarterly Payments
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Audit Representations
Wealth Planning
Sophisticated analysis and strategies to help clients accumulate, preserve, enjoy, and transfer wealth. Through planning we bring clarity to the complexities associated with wealth accumulation.​
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Goal Analysis
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Lifestyle Enrichment
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Philanthropic Impact
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Wealth Transfer
Investment Management
We are risk-based managers of capital, aligning custom allocations with our clients' unique goals. We utilize our experience and expertise across both public and private markets worldwide.
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Public Securities
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Private Offerings
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ESG Investing
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Diversified Crypto