This service provides clients with the highest level of sophisticated tax planning prior to major financial transactions, typically $5 million or more. We provide:

• The opportunity to review strategic tax options with your skilled Financial Health Center Family Office team, which works with outside parties to verify technical tax issues
• Structuring transaction terms to implement your tax strategy
• Minimizing or deferring federal and state tax burdens for overall advantage
• Higher after-tax return
• Being assured of proper follow-through in tax returns that are filed