pLANNING

It’s all about planning.

1

Financial

Investment plans are not created in a vacuum – by tying portfolio strategy to an exhaustive planning process (which includes cash flow needs, tax implications, the impact of inflation, expected windfalls, reserve requirements, special purchases, mom and dad, kiddos) cash flow planning and projections become dynamic. We use a powerful, sophisticated and customizable tool to drive a high level financial planning process that is at the core of your needs.   

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 tax strategy, and creates a seamless process for tax implementation for clients all handled by TBG.

3

Estate

There are only two things certain in life said Benjamin Franklin, Death and Taxes. Your estate planning and preparation process seeks to address each of them. Working in concert with multiple estate law trust attorneys allows for customized selection to your complexity need and budget. This drives an exhaustive estate planning process that is not merely driven by tax mitigation, but the entirety of your true wishes coming to fruition in the future. Legacy planning is the core of financial planning, and it serves as a centerpiece of our ethos.

4

Charitable

While your philanthropic wishes will certainly involve a tax planning component and estate planning component, proper charitable planning is not merely tax and estate driven. At the core of services are values, we want to understand your wishes – both present and future – and to optimally execute on your aspiration.

5

Business

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, the value-added capabilities for your business planning are near ideal.