Your wealth deserves a not just a filing.strategy,
Trust structures. Investment optimization. Estate planning. International holdings. TaxosAgent handles the tax side and connects you with the partners who operate at the highest level.
Tax strategy we own. Everything else, we connect.
We don't try to be everything. We excel at tax strategy and entity optimization. For wealth management, estate law, and investment planning, we've vetted the best in the business. You get both — coordinated.
- ✓Advanced tax strategy and multi-year planning
- ✓Entity optimization (S-Corp, trusts, holding companies)
- ✓International tax planning and FBAR/FATCA compliance
- ✓Cost segregation and R&D credit analysis
- ✓Royalty structure and IP holding optimization
- →Investment management and portfolio construction
- →Estate law, trust drafting, and probate
- →Wealth transfer and charitable structures
- →Private banking and family office services
- →Qualified opportunity zone investments
We make the introduction. You keep the relationship.
Three things you get immediately.
The tax layer first
Every wealth strategy runs through a tax lens. We build the foundation so your advisor's recommendations are tax-optimized before they're implemented.
Asset protection by design
Layered entity structures designed to protect your wealth from liability — without sacrificing operational simplicity or the tax efficiency you've built.
Coordinated, not siloed
We work with your wealth advisor so your tax strategy and investment plan are moving in the same direction. Not against each other.
Ready to build a real wealth strategy?
Start with a free strategy session. We analyze your current situation, identify the gaps, and connect you with the right partners — with full context on your tax profile so they can hit the ground running.