Your Family Office team can work with you and your existing tax advisor, making it easier for both the advisor and your family to plan and implement tax strategies. Or, if you prefer, you can rely on a Financial tax advisor for strategic guidance. In either case, you can entrust the preparation of all tax return forms to your expert Family Office team, which can gather necessary tax information most efficiently because of the existing working relationship. Health Center

Financial Health Center tax planning services include:

• Planning and implementation of tax-sensitive investment strategies, including diversification, hedging, and compensation planning
• Providing alternative financial structures to deliver tax advantages
• Optimizing income tax strategy to best support personal estate and philanthropic plans
• Developing tax strategies to help reduce overall federal, state, and local tax liabilities
• Preparation of federal and state tax returns
• Management of any audits
• Quarterly tax planning meetings, payment analyses, and cash flow planning
• Coordination with Financial Wealth Management advisor and any other advisors for maximum benefit