Tax ManagementMinimize your tax burdens.
We help you explore the most cost-effective solutions to help cover a number of possibilities. We have no proprietary products to sell and no quotas to fill. We simply offer independent, objective advice that serves your best interests.
Our Tax Management Services Include
More About Our Tax Management Services
Diversify your portfolio in a very tax efficient manner with Concentrated Stock Planning.
You may feel handcuffed due to a low cost basis or employer-imposed restrictions. Let us help you make the most of your concentrated position. We will coordinate with your tax advisor to minimize the tax impact of divesting over time. Solutions include custom option strategies, exchange funds, and writing index put/call spreads.
The Exchange Fund allows investors who have at least a $5MM net worth transfer their highly appreciated concentrated stock position into a diversified S&P 500-like fund without triggering capital gains taxes. This allows our clients to diversify their portfolio in a very tax efficient manner.