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The Family Office RIA works with affiliated tax lawyers and tax-wise planners to help clients generate tax benefits that are often 100X greater than the costs of planning. For example, with charitable planning, business planning, and estate planning, it is usually easy to show how tax savings are 100 times greater than costs. With income tax planning, benefits are typically 20X the costs. Insurance planning often produces benefits 10X greater than the costs. With investment tax alpha planning, it is often easy to show how we can generate 3% extra after-tax returns per year by adding 30 basis points to the costs; e.g., how we provide at least a 10X Value Proposition. These value propositions for the above planning concepts are summarized at the following links:
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