When optimizing your financial strategy, an important consideration to keep in mind is taxes.
Our exclusive UniTax® portfolio solution is a tax-efficient strategy to maximize your after-tax return. Our approach is based on the principle of pooling all your investments with a single advisor. Some investors believe they can mitigate the risks associated with their investments by entrusting them to several financial advisors. In our experience, this approach appears to be counterproductive, if not harmful, to the client’s long-term goals. Instead, we recommend an integrated and sustainable solution focused on a comprehensive tax-efficient and profit-generating strategy.
Accordingly, our team can help you develop a successful financial strategy that allows you to lighten your current tax implications now and at the time of your death.
Your assets are taxed in different ways, according to the various types of investment accounts held. It is therefore important to have a strategy that addresses this situation. At Your Private CFO®, we have developed our own exclusive algorithm that finds after-tax efficiencies.