For those with complex portfolios, we focus on wealth preservation and multi-generational efficiency.

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• Estate & Gift Tax Strategy: We help you leverage the $15 million individual estate tax exemption ($30 million for couples) before potential future sunsets.

• Advanced Trust Structures: Utilize GRATs, IDGTs, and Dynasty Trusts to transfer asset appreciation to heirs tax-free.

• Income Smoothing & Timing: We manage high-income spikes to mitigate exposure to the 3.8% Net Investment Income Tax (NIIT) and state surtaxes.

• Tax-Efficient Philanthropy: Maximize impact via Donor-Advised Funds or Qualified Charitable Distributions (QCDs), especially given the new 0.5% AGI floor for itemized deductions.

• Sophisticated Loss Harvesting: Systematically offset capital gains with harvested losses while navigating complex wash-sale and basis reporting rules.