Time. The one asset we all receive equally. Yet the more financially successful we are, the less of it we seem to have. So why spend this most precious resource coordinating financial, tax, estate, and legal advice? TSP Family Office answers this need with personalized, tax-advantaged solutions managed by a dedicated team.
At our core, we’re a family of professionals who believe that helping our clients create a legacy is the truest expression of our values. We’ve helped our clients uncover hidden wealth and consistently maximize tax savings for more than twenty years. Today, our priority is helping families grow and protect their assets and create opportunities with a suite of financial solutions that are personalized to each client’s unique situation and comprehensively managed by a dedicated team. Additionally, our deep knowledge of tax-saving strategies means that our recommendations are always designed to help you, your family, and future generations derive the most benefit from your hard work.
"Thoughtful, conscientious, and prepared, that is what I would say of my experience with everyone at TSP Family Office. For 30 years, I paid more than “my fair share” in taxes. At one point, I personally paid over $1,000,000 in a single year of tax payments. Today, the lives of my wife, poodle and I are vastly different from 5 years ago. We have access to our assets that we can use for expansion that we have never had, all due to the knowledge and skills of your team."
"I have found them to be attentive, very savvy, and they saved me a bundle of money this past year. Very trustworthy! Great support staff, who do what they say they will do, with a smile. I highly recommend them to anyone facing a big tax hit. They have programs that are innovative, completely legal, and easy to use. You should not hesitate to call and at least talk to them."
"TSP Family Office has been great, they are very responsive and proactive. We have saved so much money working with them it is incredible. Wish we would have found them sooner!"
"My wife and I have used the TSP Family Office for about 5 years now and could not be happier with all the money we saved and the people there. Everyone has been extremely helpful and professional. We have now begun using their estate / retirement planning services as well, which have also proved to be fantastic. I would not hesitate to refer to my family and friends."
"TSP Family Office has really helped revolutionize the way that I think of and look at finances and tax planning. They make certain that I have full integrity and aboveboard documentation so I’m able to take full advantage of the tax law with confidence. When investing in them, I think of investing in a company I can trust. I get peace of mind and then I get to save a lot on my taxes by making sure I don’t let those advantages slip through my fingers. "
Review your retirement plan and IRA beneficiaries to ensure you have the right people listed you wish to inherit your assets and consider both primary and contingent beneficiaries.
Tax planning must occur beforehand in order to achieve the best results.
Income is taxed in the year it is received. If you are a business owner, consultant or freelancer, you can strategically time the receipt of certain income for more favorable tax results.
Estate planning should happen years before you think you will need it, just in case you do.
Suspended (Passive) losses are not always the end of the world, ask how we can help.
Develop a strategic plan for devising and bequeathing your assets.
A gifting plan under your annual exclusion of $15,000 per person per donor is a powerful tool to mitigate estate tax liability as you move the future growth outside of your estate.
Life is about the Journey, more so than the destination, plan well and live great!
TSP Family Office has found that we best serve clients that fall within certain parameters, including business ownership and income. If you’d like to learn more about the solutions we offer, take our quick assessment and find out if we're a good fit for your unique situation.Take The Assessment
A deeper dive into the integrated approach of a family office.