TAX PLANNING

For multi-generational wealth:

Tax planning for our multi-generation clients tends to be more complex. We understand the ramification of tax decisions on your trusts and your entities.  Our role is to help simplify and reduce the stress of tax decisions.  We listen first to our families to understand what is important to them. Our team then helps your family create a solid plan taking your values and your personal tax situation into account. The White Oaks team, comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountant (CPA), and Chartered Financial Analyst® (CFA®) in cooperation with your existing advisors and agents, will develop and implement a cogent plan to manage taxes effectively both for the short and long term.

Estate Planning

Estate Planning

For multi-generations
Investment Management

Investment Management

For multi-generations
Risk Management

Risk Management

For multi-generations
Education Planning

Education Planning

For multi-generations