The wealthiest Americans are also the most successful investors, and that is neither a secret nor a coincidence. We believe the reason is
simple: they employ Family Offices to coordinate their financial affairs.
The Family Office focuses on the integration of tax, wealth and risk management into one cohesive experience. Typically, in financial services, advice is segregated to very specific expertise versus connected across the different financial services disciplines.
Creating a cohesive and integrated plan can have the same impact once only reserved for the wealthiest. It is now available to every American family.
We see that too many of our clients suffer from the conflicts, high costs, and inefficiencies that result from working with multiple, often competing financial firms. We have made it is possible for every American family to enjoy the advantages that were once only available to the ultra-wealthy.
Those advantages include lower costs, smarter tax treatment, and a holistic approach to pre- serving, protecting, and growing their wealth.
Our vision for a brighter future s to provide the professionals, the expertise, the systems, and operational controls required
to deliver the family office experience.
Most financial professionals neglect this important discipline, but we believe that it’s not what you make, but what you keep that matters.
Taxes are a drag on portfolio performance, wealth accumulation, and lifestyle choices.
We will work to lower taxes in a way that is legal, moral and ethical.
Historically the financial services industry wastes time and money on attempting to control things that can’t be predicted or controlled, such as market direction, volatility, inflation, interest rates, etc.
Our approach is to focus on costs, tax efficiency, diversification and maximum loss exposure. All these things can, and we believe, must be controlled
Long-term planning is common among family offices, with a goal of maximizing the wealth transfer to succeeding generations or, in many cases, making an impact on society through charitable giving.
Today risks are magnified for the simple reason that you have so much to protect. Your wealth can make you a target, and the complexity of your holdings can create unwanted personal liabilities that can be managed with careful planning
As a general rule, family offices do not take uncompensated risks in their investments. They tend to avoid speculation, preferring instead to take an institutional approach to asset allocation and portfolio management. Family offices accept the ups and downs of markets in ex- change for long term wealth building.
Also known as the fiduciary rule. We follow this standard and put the interests and welfare of our clients first. Because we are Best Interest focused, we search for and implement only what we believe are the most beneficial solutions for the unique needs of the families we serve.
A full suite of comprehensive tools and resources to put you in the Proactive Tax Planning business.
Now that you are a Proactive Tax Planner, we provide you with additional tools and content to get more tax planning clients.
You are at the intersection of Tax Strategy, Wealth Management, Retirement Planning, Risk Mitigation, and Estate Planning.
The Tax Master Guide to Starting and Building Your Proactive Tax Business is your step-by-step guide to building your business around something clients really want: tax savings! You’ll learn how to use tax savings to identify and attract clients who are ready to commit to doing business now. You’ll discover how to build a value-based brand that emphasizes relationships over transactions. You’ll see how to use specific tax-planning challenges to quantify and communicate the unique value you bring to your clients.
Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.
1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734
© 2023 Financial Gravity Companies, Inc.
Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.