Tax Efficient Asset Management Solution, INC.

Tax Efficient Asset Management Solution, Inc. serves wealthy individual and corporate clients by offering a variety of deliverables and services to help clients manage assets tax efficiently. The firm develops comprehensive financial and estate planning illustrations utilizing proprietary software to help clients reduce taxes, transfer wealth to children, enhance charitable giving goals, and achieve other financial objectives. Tax Efficient Asset Management Solution drafts investment policy statements and provides active management of fiduciary issues while coordinating with third-party asset managers and tax professionals. The firm's planning process typically moves through several phases, beginning with goal clarification and a Financial Checkup, culminating in a Family Wealth Blueprint or tactical plan. Tax Efficient Asset Management Solution also provides specialized services such as collateralized real estate investment management and fiduciary coaching for retirement plan trustees.