Given the large number of taxable families in our client base, for many years we have been integrating our investment activities with income and wealth transfer strategies.
The consideration of taxes is integrated into all aspects of our investment process for our taxable clients. Our proprietary cash flow model is capable of generating the cash flows associated with the strategic asset allocation under the various returns and inflation figures on an after-tax basis.
While Greycourt does not directly provide tax advice to clients or specifically practice tax planning, we do partner with clients’ tax advisors and review our clients’ current plans. We often suggest options that we have seen used successfully with other client families. Greg Curtis, Greycourt’s Chairman, and Greg Friedman, Greycourt’s CEO and CIO, have written and spoken on the subject of integrating investment strategy with tax and estate planning strategies.