Our tax specialists develop and implement comprehensive income and estate/gift tax strategies designed to minimize tax liabilities while ensuring compliance with ever-changing regulations.
- Multigenerational and wealth transfer planning
- Governance advisory
- Philanthropic advisory
Our Head of Tax
Our Head of Tax Services Mark Rubin has over 30 years of experience advising family offices, family businesses, and family foundations and specializes in multigenerational families and their holdings. Mark and his team support and strategize development of all aspects of a family’s wealth, including human, financial, and spiritual capital.