Our Services - businessman with paper

Our Services - businessman with paper

Managing your investments is integral to what we do, but it is only a single part of the complete wealth structuring service, which includes tax mitigation and advice, inheritance planning, trust establishment and philanthropic giving. Many advisers consider tax as separate from investment and pensions, leaving you to unravel how they can be managed effectively. In fact, these elements are all connected: viewing them as a whole can enhance your wealth tremendously over the long term.

Of paramount importance to our integrated wealth management service is a disciplined yet vigorous investment approach, with a prominence towards judicious allocation of clients’ assets. We assist clients in designing effective investment structures and managing portfolios in tax efficient fashion, while augmenting that with financial research across all asset classes, portfolio strategy assistance, portfolio modeling, stock selection strategies, and broker report summaries.

Managing your portfolio of investments and assets can be extremely complex — particularly when you’re looking to distribute wealth to descendants free of tax or regulatory constraints. Tax Strategies Ltd. creates and manages sophisticated trust structures that maximize the value of your assets, eradicating ambiguity and distributing funds effectively. We also assist you transfer wealth inter - generationally; ensuring unseen expenses don’t infringe upon your estate.

Tax Strategies LLC. is increasingly finding that wealthy clients wish to distribute a portion of their wealth towards philanthropic causes. We can assist in the establishment of a viable structure to meet your requirements, which might include a trust or charitable corporate entity. We would also ensure that this structure is designed to take advantage of the generous tax entitlement often available to such vehicles. Tax Strategies Ltd. commits to working with you to ensure that your charitable goals are met in full.

While a large portion of our practice is concerned exclusively with US citizens and their IRS issues, Tax Strategies LLC. also represents international clients with business interests throughout The Americas, and US citizens with global interests. We fully understand that with the rise of globalization, there is a need for experts in every arena of international law. We bring industry knowledge and deep insight into field of global and international trade.