Preserving your wealth

Through our affiliate, Charter Tax Advisory LLC, our tax practice offers Private Client tax counsel and preparation services.  Drawing on extensive expertise and Big 4 firm tax experience 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 their overall financial counseling.


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

  • Individuals & Families
  • Executive Tax Planning & Prep Services**
  • Trusts
  • Gift Tax Returns***
  • Family LPs and LLCs****

Income Tax Planning & Preparation

  • Annual Tax Filings
    • Individual Tax Filings
    • Gift Tax Returns
    • Trust & Fiduciary Returns
    • Family LP & LLC Tax Filings
  • Annual Tax Planning
    • Tax Analyses and Projections
  • Quarterly Tax Payments
  • 1099 Preparation

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 Planning
  • Corporate Executive Separation
  • Change of State Residency
  • Family Wealth Structuring
  • U.S Resident Foreign Nationals
  • FBAR Compliance

  *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 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.

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