Estate Planning

The Institute provides tax and distribution analyses, develops and assists in implementing wills, trusts, and intra-family and elder care planning, and structures family business succession plans.

Tax-Managed Investing

Most portfolio managers and mutual funds strive for superior performance without considering the effect of taxes on an investor's total return. We strongly believe the discipline of low cost, low turnover, tax sensitive portfolio construction and management will increase after tax returns. Our fund screening and selection processes stress low turnover, tax-managed funds, and other techniques for reducing tax liabilities, such as "tax harvesting" of realized gains and losses.