We now offer a comprehensive suite of cohesive financial services under our new name, TSP Family Office. Estate planning, risk management, day-to-day money management, document organization, tax savings strategies — we do it all and more.
We work with entrepreneurs like you who have significant goals between your business and personal finances, and you need someone who understands the nuances of both.
We’re the only family office firm specializing in strategic tax savings. We uncover the missed, misunderstood, underutilized, and deductions often unknown by CPAs. By collaborating with you, we design solutions tailored for your unique needs to strengthen your financial health.
In short, we save our clients as much as 50% on their tax bills annually. We have helped our clients save millions in taxes over 20 years.
Let’s build the financial life of your dreams, together. Contact us today at (772) 257-7888.