Family Serving Families

At our core, we’re a family of professionals who believe helping our clients create a legacy is the truest expression of our values. For more than twenty years, we’ve helped thousands of clients save millions of dollars in taxes and use that savings to help them achieve their goals. We work with business owners who meet the accredited investor status to apply relevant tax strategies and reduce their taxes by up to 50% — year after year — and then grow and protect that money to create multigenerational legacies.

How We Do It

Our Process

Assess

We start by learning about you, your family and your business. Through meaningful conversations we can start to coordinate the elements within our competencies that will meet your personal needs and goals.

Design

The TSP Family Office team will use the information from the assessment to design a custom plan which includes specific tax savings strategies, asset protection initiatives and wealth building recommendations. This design is presented gratis in your "Personal Consultation" with a few members of your potential team.

Planning

Once you start as a client, your dedicated team of relationship managers , tax professionals and specialists will coordinate and prioritize the sequence and flow of your plan ensuring maximum results with milestones in dedicated time frames.

Implement

With a coordinated plan in place the team gets to work from day one. We orchestrate all the efforts between several specialists ensuring that outcomes are met. Our priority is implementing your personalized plan and producing results.

Start The Conversation

If you’re ready to explore the possibilities our solutions can provide, we look forward to hearing from you.

Start the Conversation
Start the Conversation