FAMILY OFFICE > TAX PLANNING STRATEGY & PREPARATION

Tax planning strategies and preparation

Whether it is for you, your family or your business, it is essential to take proactive steps to help ensure your wealth is protected — and compliance with federal and state tax laws. Thoughtful support and advice are critical to achieving your personal wealth goals and ambitions.

Like the investments you hold, the individuals and families who make capital commitments are diverse. If your wealth holdings include alternative investments, our private client professionals have the deep experience to help ensure you receive appropriate tax planning support, including determining and mitigating the tax impact of investment decisions and complicated investment opportunities.

Our tax professionals will support you throughout your wealth journey to preserve your assets for future generations. We will help coordinate all your needs, whether they are tied to your business or individual interests. We will ensure your wealth is passed on as you intend —  to your family, to your charitable and philanthropic interests, or in any manner as you see fit — within parameters of a multitude of rules and regulations.

Tax planning support

As a private family office client, you have access to our expert tax planning support. We can help you take proactive steps to protect your wealth in compliance with current state and federal tax laws, regardless of where your investments reside.

Reid’s comprehensive business tax services also comprise groups specializing in conflict resolution with tax authorities and with domestic and international tax issues for businesses and individuals.