Taxes can be one of the most significant expenses over a lifetime.

Let us help you keep more of what you earn with comprehensive tax planning.

Your time is divided between caring for your children, your parents and your career. But who’s looking out for your financial future?

When tax planning is fully integrated into your wealth strategy, it can help reduce your overall tax burden and preserve more of what you have earned. Our team applies tax strategies across income, investments, charitable giving, and estate planning to help you build and protect your wealth.

Schedule Your Consultation

Schedule a complimentary consultation to see what opportunities our team can uncover for your family.

The Pillars of Our Tax Planning for Families Like Yours

Continuous Tax Optimization

Life doesn’t slow down, and neither should your investment strategy. By incorporating tax optimization strategies into our investment approach, we help your portfolio work smarter, not just harder, toward your long-term goals. From tax-efficient investing to strategic rebalancing, we focus on minimizing tax impact while maximizing long-term growth — so you can stay focused on your family and future.

Liquidity Event Planning

Sophisticated Gifting Strategy

Implementing tax-smart gifting strategies and engaging in thoughtful estate planning can help you provide for loved ones, assist aging family members, and manage the transfer of wealth with fewer unexpected tax implications.

Tax Preparation and Filing*

Balancing the needs of your children, aging parents, and your own responsibilities is challenging. When we manage your investments, we can also help simplify your financial life by handling tax filing — either coordinating with your current accountant or providing full-service support if needed.

“We don’t consider your taxes in isolation — we coordinate them
with every part of your comprehensive wealth plan, so you can
focus on the people who matter most.”

Steve Reder, President, RWA Private Wealth Division

Human Advice For Time-Starved High-Net-Worth Families

Integrated Perspective

We take a comprehensive approach to your entire financial life, helping to align investment, legal, tax, and philanthropic strategies into one cohesive framework.

Sustainable Results

We aim to support the growth and preservation of your assets with strategies aligned with your goals through changing market cycles — helping you plan for the legacy you want to leave.

Effective Stewardship

We strive to align your wealth with your purpose, with planning that adapts to new challenges so you can live the life you want.

Generational Continuity

We recognize the significance of thoughtfully passing on your wealth and values, and that younger generations may have different aspirations. Our team is committed to partnering with your family to protect your legacy and help it endure for generations to come.

Uncompromising Integrity

We are committed to earning your trust through sound judgement, transparency, and objective guidance. Your needs and goals are always our priority.

Personalized Attention

We lead with the warmth of a human relationship. Our team takes the time to get to know you, providing personalized guidance and meaningful conversations to create a customized plan designed to meet your needs.

Family-Focused Tax Strategy

Integrated Tax Planning
Liquidity Event Guidance
Wealth Gifting Strategies Across Generations
Tax-Efficient Investments

Tax Preparation Made Simple For Our Clients

Personal Income Tax Returns
Fiduciary Tax Returns
Filing Support & Compliance

Specialized Services for Complex Families

Trust Tax Reporting
Family Office Support
Business Owner Tax Planning

Ready to experience the
human side of wealth?

Let’s begin.