Through our affiliate, Charter Tax Advisory LLC, our tax  practice offers Private Client tax counsel and preparation services. We provide complex tax planning expertise, and our tax staff offers exclusive, personalized tax services to our clientele.

Our focus is on planning and structuring tax solutions for our clients that dovetail with our family office services.  Charter's Tax Policy Committee draws on internal resources, as well as external member input and views to formulate our tax advisory policy.

Charter Advisory's tax services are part of a broader annual retainer framework. We charge a flat retainer fee for our tax services, usually charged on a quarterly basis.


Our Tax Advisory Services (TAS) Private Client tax practice offers services for:

  • Individuals & Families
  • Executive Tax Planning & Prep Services**
  • Trusts
  • Gift Tax Returns***
  • Family LP and LLC holding companies****

Income Tax Planning & Preparation

  • Annual Tax Filings
  • Annual Tax Planning
    • Tax Analyses and Projections
  • Quarterly Tax Payments
  • 1099 Preparation****
  • Trust Accounting Services

Tax Strategies & Structuring

  • Gifting & Wealth Transfer Strategies
  • Liquidity Event Planning
  • Philanthropic Advisory
  • Donor Advised Fund (DAF) Implementation
  • Business & Family Entity Formation
  • Sale of Private Business
  • Stock Option & Equity Compensation Planning and Strategies
  • Corporate Executive Separation
  • Change of Tax Domicle and State Residency Planning
  • Family Wealth Structuring

  *Tax services are offered through Charter Tax Advisory LLC.

**See our Corporate Executive Services (CES) page for details on the CES practice.

***Charter will prepare gift tax and fiduciary filings in certain cases, but likely will work with clients' trust and estate attorneys for completion.

****We do not prepare tax filings for any actual operating businesses, only family holding companies and family office entities.  Charter is focused exclusively on Private Clients tax services and advisory.

Navigating the tax code can be very complex. Our advisors can assist you in meeting the on-going challenges of the various filing requirements while providing solutions and strategies designed to preserve more of your income and wealth.


Tax Update