We live in an increasingly complex world -- capital gains, income and estate taxes will take a bigger toll on your assets. We help structure your assets and transactions to be more tax efficient.
However, you can be long or short on each of these, or can invest in the public or private markets. We manage around your current assets and look for new opportunities in the marketplace. Each client’s portfolio is unique and customized to their specific needs and values.
For each client, we look at five key elements and seek to understand the nature and characteristic of each.
Is there enough income? Are there liquid assets? Private business interests? Concentrated Stock?
Each client has a different mix of parts – our job is to help assemble the pieces the right way, to create your picture.
Assets: What do you own?
Liabilities: What do you owe?
Income: How much comes in?
Expenses: Where does it go?
Protection & Planning: How are the assets owned? What is insured? How is everything protected?