With tax season upon us, Vance Barse was interviewed by Heather Bell of ETF.com about the value of the family office model and tax-efficient investing.
An excerpt:
“If it involves a dollar sign within someone’s estate, we help serve as a financial steward so they can make the most educated decisions in their best interest, so there are no planning gaps left behind. We gather all that information from the estate at a flat cost, meaning a retainer, we will do a deep dive into the strategies for which they are eligible that have not been implemented and the things that their current financial advisor is doing that either need to stop or can be tweaked to bring significant value.”
See Full-Service Family Office Prioritizes Tax Efficiency in ETF.com