As we take on more tasks with the same client, we find that we are aware of their entire financial situation. Being privy to all their tax and financial information, puts us in a position of having an overview of their entire financial situation. Add to that our capacity to invest, analyze, advise based on tax and accounting laws, and we are primed to be the best wealth advisors to our clients.
As the client’s assets grow, so too does the need to invest. Therefore, creating structures becomes a need. We are able to provide this advice, set it up after considering the effective taxes to the ultimate owner: the client.
The anchor is our expertise in tax and related matters so rather than becoming an aggregator of services by bringing in consultants, a lot of this capability is already available in house.