Advanced Tax Planning Strategies
for Every Aspect of Your Life
Building investment portfolios that balance return with a level of risk that won’t keep you up at night
Taxes are a crucial part of almost every major financial decision, from buying a home to planning your retirement. Failing to take them into account can result in overpayment of taxes and diminished investment returns. Our tax planning and financial advisors help you preserve your wealth by identifying and minimizing potential tax liabilities before you act.
Our seasoned tax planning and preparation specialists understand the relationship between taxes, financial planning, and investment management.
Our expertise includes:
- Tax projections
- Tax optimization strategies
- Personal and trust tax returns
- Business tax returns
Comprehensive Tax Planning Services that Help Reduce Liability Year-Round
Many financial decisions have tax implications that you may not be aware of—but we are. The most effective financial plans are the ones that include tax-planning strategies custom-made for high-net-worth individuals. Working together, we help you:
- Proactively identify ways to reduce your taxes based on your goals and circumstances
- Make sound decisions based on quarterly and annual tax projections
- React in real-time to new tax regulations
- Incorporate dynamic planning that evolves with your personal and professional life
At GestInvest
Our Private Market Advantages
We offers investment opportunities in private equity, private debt, physical real estate, and venture capital. Discover how we meet the challenges of accessing top-tier managers and securing investor-favorable terms.
Reduce Your Taxes. Preserve Your Assets. Grow Your Wealth.
You don’t need a tax historian. You need a tax and financial planner who sees your financial life as integrated events that impact your future. We implement tax strategies tailored to your goals.
Estate Planning
Without proper planning, inheritance, trusts, and estate taxes can erode your legacy. Our wealth transfer strategies are designed to help reduce, and in some cases, eliminate estate taxes.
Philanthropy
You make charitable gifts because you care about making a difference locally, nationally, or globally. Low cost-basis securities, charitable lead trusts, and charitable remainder trusts are a few ways we help minimize the tax implications of your gifts.
Investment Management
Your investments, their value, and your cost basis can all affect your tax bill. Our tax and financial advisors help you create tax-efficient investment portfolios and harvest investment losses to reduce your obligations.
Business Management
Should you establish your business as a sole proprietorship? An S Corp? Or C Corp? Our tax advisors help you analyze the tax implications of different business structures so you can pick the one that’s right for you and your financial situation.
Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
