Wealth & Tax Planning

Asset Strategy Consultants - Boston’s wealth planning and tax advisory team works side-by-side with our portfolio managers in order to integrate estate, financial and tax planning concepts into the investment advice which our portfolio managers render to their clients. In particular, ASCB’s works with tax advisory partners to handle all aspects of income tax preparation and filing for clients who wish to consolidate this function with their investment management. Whether assisting clients to develop and implement philanthropic plans, the tax-efficient transfer of wealth within the family or simply the minimization of income or estate taxes, ASCB’s financial planning professionals work with a client’s portfolio manager, attorneys and accountants to develop a customized plan that is most appropriate in achieving a client’s financial objectives.

Fiduciary Services

For those clients who wish to utilize a corporate fiduciary in their wealth planning, ASCB offers its investment advisory clients a full range of fiduciary services through a contractual arrangement with a major trust company headquartered in South Dakota. Under this arrangement ASCB professionals manage the client’s trust investments and financial relationship, while our trust company partner handles the trust’s administrative details. In addition to trust services, ASCB clients who wish to name a corporate fiduciary in their wills may do so in the comfort of knowing that ASCB will manage the client’s investments during the estate’s administration and, thereafter, in any testamentary trust created.