Tax Services

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.

Tax Advisory

  • Multigenerational and wealth transfer planning
  • Governance advisory
  • Philanthropic advisory

Tax Compliance

  • Tax-advantaged structure and planning
  • Tax returns and positions
  • Quarterly tax projections
  • Audit defense and ongoing support

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.