The family office presents a set of unique challenges that only an experienced investment consultant can undertake. Applying the client’s tax strategy to their investment portfolio can create complexities that must work in unison to achieve the most favorable results. At Bidart & Ross, we carefully examine every aspect of the family office investment portfolio to gain a concise, detailed picture of the investment structure. We then work with their accountant to gain a proper perspective on the tax liabilities and strategies, which are then translated into language and data that gives decision makers the information needed to knowledgeably move forward.
To provide this information, we employ a 7-step process that allows Bidart & Ross principals and analysts to understand how the little pieces contribute or detract from your portfolio’s big picture: