Tax Planning and Preparation
From the start, tax planning has informed our decision making across almost every facet of our office. This includes: making and harvesting investments; formulating multi-generational tax, estate, and personal financial plans; establishing creditor-protected (and tax-advantaged) investment vehicles; assisting clients with their philanthropic endeavors; and filing their annual tax returns and/or coordinating the preparation of tax forms with clients’ own tax advisors. Whether in the form of the timely completion of tax returns or counsel on complex tax–related matters, our tax team is an integral part of our office, and the vast impact of their acumen is profoundly important to our clients.
It is our tax team’s highest responsibility to ensure that our clients’ long-term interests are well-served by WHI’s attention to tax–related issues. We are fortunate to have a team that is extremely familiar with the specific goals and needs of wealthy, multi–generational families. Because our office tends to experience low turnover, certain members of our tax team have been working with the same client accounts for longer than twenty years. This extraordinary continuity has provided significant benefit to our office and clients alike, in that our unusual familiarity with the needs, goals, and idiosyncrasies of individual clients has translated into an enhanced ability to plan for their long-term objectives and best interests.
Because tax legislation is constantly evolving, we have always believed in the critical importance of maintaining a close working relationship with some of the most robust tax and estate planning firms in the business. With access to the latest thinking on tax legislation and planning, combined with our team’s intimate relationship with our clients and an understanding of their individual, long–term objectives, we are able to ensure that those objectives are pursued in a tax–sensitive manner that is likely to provide the results they seek.