Tax Planning
and Strategy
It’s not about what you make. It’s about what you keep.
We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
CONSIDER EVERYTHING
Tax Planning
and Strategy
and Strategy
It’s not about what you make. It’s about what you keep.
We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Control your tax effectiveness and efficiency.
We focus on what you make and what you keep.
Tax Planning and Strategy | How we create value for you.
Tax Planning
and Strategy
How we create value for you.
We focus on what you make
and what you keep.
Asset Title
Review
We review the risk, return and tax character of your assets, the investment holding periods of the securities and assets you own, how you hold title to your assets and the types of accounts you use to hold your investments. We help identify opportunities to improve your after-tax outcomes, increase the longevity of your investments and offer greater levels of tax efficiency and asset protection.
Transaction
Character Review
We review and discuss the tax character and implications of how you manage your wealth. We review how you generate income, spend, save, invest, acquire and dispose of your assets, borrow, and gift to family and charity. We help you organize and consider structuring activities so that you may benefit from improved tax effectiveness and efficiency.
Transaction Structure
and Timing Review
We review the structure and timing of your past and contemplated income and expense, and capital gain and loss recognition. We help you consider alternatives that may help you reduce income taxes, capital gain taxes, alternative minimum taxes and other tax exposures that may help increase the growth of your after-tax wealth.
Inter-Generational Time-Horizon
Tax Review
We help you review your inter-generational transfer tax exposures. We help you identify and consider your tax exposures that may extend after your lifetime and arise as your wealth is transferred from one generation to the next. We prepare studies and data visualizations that can help you see and consider the merits of selecting more optimal wealth transfer strategies.
Tax Jurisdiction
Review
We review the tax jurisdictions where your wealth is located, managed and administered. We help you consider how to reduce your exposures to various jurisdictional taxes and probate requirements and improve the privacy, protection and longevity of your wealth. We work to help you understand, plan and execute more effective tax strategies.
Scenario Tax
Forecasts
We create and model tax forecasts from various scenarios that may unfold from the transactions and management of your wealth. We model various retirement plan distribution, taxable capital gain and loss, trust income and distribution, business sale, and charitable gift taxation scenarios to help you gain insights and management direction for transactions that are or may be on your horizon.
Prohibited Transaction Review
We review how you manage your wealth to help you avoid the errors, penalties, excise taxes and even disqualification and loss of status that may occur from unintentionally and inadvertently engaging in improper personal, qualified plan and private trust financial transactions that are prohibited in the U.S. Tax Code.
Asset Protection Review
We review how you hold title to all your assets and liabilities, structure your receipt of income and allocate and match your expenses. We review how well your assets are protected from rapacious predators and creditors and help you explore and avail yourself of appropriate asset protection strategies.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning, Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
It's just part of what we do.
CONSIDER EVERYTHING
Client Advisor Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
It's just part of what we do.
CONSIDER EVERYTHING
Investment Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
It's just part of what we do.
CONSIDER EVERYTHING
Tax Planning and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
It's just part of what we do.
CONSIDER EVERYTHING
Exit and Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
It's just part of what we do.
CONSIDER EVERYTHING
Risk Survey and Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
It's just part of what we do.
CONSIDER EVERYTHING
Budget and Saving Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
It's just part of what we do.
CONSIDER EVERYTHING
Cash and Liquidity Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
It's just part of what we do.
CONSIDER EVERYTHING
Trust and Estate Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
It's just part of what we do.
CONSIDER EVERYTHING
Philanthropic and Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning,
Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
Client Advisor
Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
Investment
Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
Tax Planning
and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
Exit and
Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
Risk Survey and
Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
Budget and Saving
Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
Cash and Liquidity
Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
Trust and Estate
Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
Philanthropic and
Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
INTER-DISCIPLINARY TEAM
How We Do It
We position you as the CEO for your capital.
It’s your capital, so we position you as the highest-ranking member of your wealth management team, responsible for setting the agenda and delegating responsibilities to C-Suite professionals.
The best CEOs recruit and hire proven, accomplished C-Suite professionals.
Our C-Suite professionals join your team.
We are professionals whose titles begin with C, meaning the “chiefs” who get things done.
This is the group of people with the most important roles to help you as CEO.
We have decades of deep experience advising wealthy families with complex financial needs.
Together, we focus on your desired results.
We help you get your capital working intelligently for you.
