Entrepreneurs & Family Offices

For entrepreneurs and family offices, we add value beyond investing excellence. Having run a family office, we have experience helping our clients create sophisticated vehicles to optimize after-tax returns.

Strategies we have implemented include, but are not limited to:

Strategic use of non-taxable accounts like Roth IRAs in portfolio construction
Tax loss harvesting
Private placement life insurance
Captive insurance company
R&D tax credit
Section 1202 exclusion of gains on sale
Use of the IC-DISC structure to reduce taxes on international business

For more information, please contact us.