How to mitigate taxes While furthering other goals

In our view, taxes are the greatest cause of friction when accumulating wealth. It’s no secret that taxes reduce the earnings you retain, and so we take a tax-aware approach to managing your money.

In this video, we discuss how families and advisors all too often look at tax mitigation strategies in silos. However when multiple strategies are used in tandem, the synergies that are created may have more substantial impact on a family’s wealth plan and the people they love the most.