Tax planning at the time of a liquidity event, ideally before a wealth transfer is complete, is essential. Strategies may include funding a donor-advised fund or charitable remainder trust with appreciated assets before the sale, using QSBS exclusions if eligible, harvesting losses to offset gains, and timing the receipt of income across tax years. Working with a CPA alongside your financial advisor is the most effective approach.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
