Taxes are a responsibility, but they don’t have to be an adversary. Our guidance seeks to optimize your strategies by minimizing your liabilities, freeing up your wealth to work more efficiently for you.

TAX MITIGATION PLANNING | TAX-EFFICIENT DISTRIBUTION PLANNING | TAX-EFFICIENT PORTFOLIO MANAGEMENT

KEEP MORE OF WHAT YOU EARN

Our firm offers technical expertise alongside third-party professionals in tax mitigation strategies, and alternative investments, within a holistic, multi-family office approach to planning for your financial independence. We partner with you to navigate the complexities of the tax code and develop a personalized plan that maximizes your after-tax returns.

TAX MITIGATION PLANNING

Our team of experts will identify tax-efficient investments, develop tax-advantaged retirement savings plans, and create charitable gifting strategies that benefit both you and your community. We combine a deep understanding of the tax code with sophisticated financial planning techniques to help you minimize your tax burden and keep more of your hard-earned money.

TAX-EFFICIENT DISTRIBUTION PLANNING

Creating a tax-efficient distribution plan is crucial for a comprehensive financial strategy. At Aurelius, we offer a range of services to help you maximize your wealth and minimize your tax burden. Our experienced advisors provide guidance on sophisticated structures that have the potential to significantly reduce your income tax liability while optimizing your investments. With anticipated tax rate increases in 2026, we possess the technical expertise and foresight to help you navigate the future of your retirement with confidence. By taking a thoughtful approach to retirement planning, we ensure that you can enjoy the retirement lifestyle you deserve.

Optimized Retirement Income

Our advisors specialize in building retirement income streams that are optimized for tax efficiency. Through strategies like Roth conversions, we help you reduce required minimum distributions (RMDs) and minimize your tax burden in retirement. Additionally, we can assist you in developing a plan to minimize taxes on your Social Security benefits, allowing you to keep more of your wealth and enjoy a comfortable and secure retirement.

Minimized Estate Tax Liability

Working together, we develop a tailored plan for tax-efficient wealth transfer to your heirs. Our expertise in setting up trusts, implementing gifting strategies, and employing other estate planning techniques helps minimize your estate tax liability and ensures that your assets are distributed according to your wishes. We also provide guidance on the most tax-efficient methods of transferring wealth to future generations, preserving your legacy for years to come.

TAX-EFFICIENT PORTFOLIO MANAGEMENT

Effective tax planning extends beyond tax season. Our tax-efficient portfolio management strategies can help you achieve your long-term financial objectives by minimizing your tax liability throughout the year. We work with you to develop an investment strategy that aligns with your goals and risk tolerance while minimizing the tax impact of your investments. By using tax-efficient investment vehicles and strategies such as tax-loss harvesting, we can help you keep more of your returns and achieve your financial objectives.

Customized Portfolios

We build a custom portfolio to fit the needs and tax circumstances of each client.

Long-Term Focus

We pursue a strategy of buying fundamentally sound companies and holding them for longer than one year.

Capital Gain Optimization

We focus on realizing long-term capital gains in our portfolios, which are taxed at a lower rate than short-term gains.

Year-End Tax Planning

We seek to avoid selling investments toward the end of a calendar year, and where possible, strive to reduce the tax consequence by selling underperforming investments.

Ongoing Tax Loss Harvesting

We coordinate ongoing tax loss harvesting to offset capital gains and reduce taxable income.

Transparent Reporting

We help our clients effectively manage taxes and monitor after-tax returns by providing them with clear and consistent reporting.

MAKE THE MOST OF YOUR WEALTH

Our recommendations are outcome-based, not tax-driven. We work to develop a tax plan that aligns with your unique financial objectives, taking into account various tax obligations, including annual income and capital gains taxes, as well as inheritance and estate taxes both now and in the future. Ready to talk about efficient tax planning?

REQUEST A CONVERSATION

LA

1925 Century Park E, Suite 1700
Los Angeles, CA 90067

NYC

2 Park Avenue, Suite 300,
New York, NY 10016

SOFL

2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431

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