THE MASTERPIECE SUITE:
1
Tax Strategy and Wealth Structure
Integrated planning that protects capital across business, trust, and personal structures. We design cohesive tax and entity strategies that reduce inefficiencies, enhance after tax outcomes, and support long term enterprise and family objectives.
Structures Built for Long Term Efficiency
We create tax and entity frameworks that operate with consistency across operating companies, holding entities, trusts, and investment vehicles. Our approach brings clarity to capital flow, ownership design, and liquidity events so owners can preserve more of what they build.
Strategic Pillars
Our planning integrates legal, tax, and financial considerations into a unified strategy that supports both the enterprise and the family. We eliminate fragmentation between advisors and structures, creating a disciplined model that supports growth, transition, and intergenerational continuity.
Entity, Ownership, and Structural Design
Comprehensive review of operating companies, holding entities, trusts, and investment vehicles. We evaluate ownership alignment, consolidation opportunities, and structural efficiency to support long-term tax outcomes, capital clarity, and institutional management across the enterprise.
Tax Optimization and Multi-Year Planning
Proactive tax planning focused on reducing effective tax rates over time rather than relying solely on one-time tactics. Coordinates income, distributions, investment activity, entity structure, and future liquidity events through multi-year modeling so decisions are made intentionally and in advance.
Executive and Owner Compensation Strategy
Design of compensation, incentive, and benefit structures that align performance, retention, and tax efficiency. Integrates salary, bonuses, deferred compensation, non-dilutive incentives, and retirement planning into a cohesive framework for owners and key executives.
Capital Flow, Balance Sheet Protection, and Risk Management
Strategic oversight of distributions, reserves, liquidity, and inter-entity capital movement. Identifies and mitigates financial, tax, and key-person risks to protect the balance sheet, preserve flexibility, and support predictable long-term decision-making.
Philanthropic and Legacy Planning Integration
Tax-efficient charitable and legacy planning aligned with business ownership and long-term wealth objectives. Coordinates philanthropic strategies with income, estate planning, and entity structures to maximize impact while reducing tax exposure and supporting multi-generational goals.
Core Deliverables
• Entity structure assessment across all companies, holdings, and trusts
• Tax strategy aligning business, personal, and ownership planning
• Ongoing tax optimization designed to reduce reliance on one-time tactics
• Exit and liquidity event tax modeling
• Ownership redesign for improved tax positioning
• Executive and owner compensation strategy aligned with tax efficiency and retention
• Long-term estate and trust planning integrated with business objectives
• Capital flow and distribution planning
• Compliance review for multi-entity reporting
• Coordination of tax, legal, and wealth advisory teams
• Multi-year planning roadmap with scenario analysis
Supporting Analyses
• Intercompany and cross-entity tax exposure review
• Risk analysis for future liquidity events
• Balance sheet and concentration risk analysis
• Trust and estate alignment modeling
• Historical return and capital flow mapping
• Basis planning and entity consolidation opportunities
• Modeling for after-tax proceeds under multiple scenarios
Who This Is For
Owners, shareholders, and families managing multiple entities, investments, or trusts who require integrated tax planning and long term structural efficiency.
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