pLANNING
1
Financial
2
Tax
The TBG Tax Department is an in-house service fully focused on integrated tax planning and preparation. Having our tax professionals work side-by-side with our investment professionals produces substantially better tax efficiency, allows for more proactive strategy, and creates a seamless process for implementation, all handled by TBG.
3
Estate
Two things are certain in life, said Benjamin Franklin: death and taxes. While estate planning often touches on both, there is more to the story. We help our clients articulate the legacy they want to build, both in life and after, and execute a strategy that fulfills those aspirations. Legacy planning is not merely a plaque at your alma mater; it is the culmination of your life’s work and an expression of your values and desires for the people and causes most important to you. TBG offers a robust estate planning process, integrated with a select number of vetted estate and trust attorneys across the country. This plan evolves as your life changes to ensure your legacy is realized and preserved.
4
Charitable
We support our clients in intentional, strategic philanthropic pursuits, integrating and optimizing tax and estate planning. It’s about understanding the values that drive your charitable aspirations and creating a plan to maximize the impact your giving can have.
5
Business
With a highly diversified set of professional contacts in various business services, legal services, business capital needs, all the way to a Strategic Advisory Network of investment banks and partners, TBG is prepared to add real value to your business planning capabilities.