Tax Planning.
Goals & Outcomes.
- Maximize after-tax return
- Minimize your tax liability
- Optimize your portfolio’s long-term tax strategy
- Support your preparation and submission of tax documents
Tax preparation and planning focus on the most important number in a portfolio: the after-tax number. As tax planning consultants, we help optimize portfolio’s after-tax returns and tax efficiency by leveraging our knowledge and experience working with other high-net-worth investors like individuals, foundations, and corporations. We analyze current tax strategy, identify sources of inefficiency, and recommend tax planning strategies to minimize the effect taxes have on overall wealth. As a fiduciary, we create a more tax-efficient investment portfolio.
Along with tax planning in portfolio, we also offer professional tax preparation services to help tax returns. Our focus on financial planning and tax services helps bring an additional dimension of efficiency to your wealth management strategy.
Creating Relationships Measured in Decades
You can use these sections to highlight the features of heading. Use these paragraphs to focus on the topic you want. Make sure you keep it short and attractive.
01.
Financial Planning
Solving Complex Issues Created by Wealth
02.
Portfolio Construction
Portfolio Construction
03.
Tax & Estate Planning
Investing for efficacy and legacy
04.
Partner Coordination
Collaborating with your CPA and attorney
About us.
As an esteemed and trusted financial services provider, von Keller & Co. Family Office takes immense pride in being 100% family-owned. Over the years, we have gained an extensive understanding of the industry and have found that, all too often, other industry players fail to serve their clients truly. Our priority is always our clients’ wellbeing, and we consistently provide them with consultative and advisory services that are genuinely customized to their particular needs and goals.
“While von Keller & Co. manages the assets of the Trust, which funds the Von Keller Foundation, neither von Keller & Co. nor the Trust plays a role in the grantmaking or operations of the foundation. Additionally, the foundation does not control or participate in the Trust’s investment activities. To learn about the foundation’s work, visit its website at von-keller.org. For more information about the foundation’s animal conservation efforts, please visit the same website.”
