FAMILY OFFICE SERVICES: Tax Planning | Tacita

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FAMILY OFFICE SERVICES: Tax Planning

Our clients want to minimize their tax burden.

Integration of tax and investment planning

A key element of our service is the integration of tax and investment planning. This takes a number of forms, including:

the evaluation of asset class composition based on expected after-tax asset class returns,

the assessment of managers based on after-tax results,

the allocation of mandates among household members and entities to optimize tax burdens,

the use of tax-preferred vehicles,

tax-efficient rebalancing,

identification of U.S. estate tax exposure, and

tax-loss harvesting.

Tax review

If requested, we will perform a tax planning review for our family office clients with a view to identifying opportunities in the following areas:

personal trusts,

income splitting,

loss utilization,

tax deferral, and

retirement savings.

We also work with our clients' tax and accounting professionals in coordinating strategies involving holding and/or operating companies.

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