The Pogosian "Taxes-First" Family Office Difference
Our philosophy at Pogosian Tax Planning is one that provides a “Taxes-First” approach to Family Office services. Below is how the Pogosian “Taxes-First” Family Office is structured.
Tax Planning
- Proactive income tax strategies
- Capital gains tax deferral or reduction
- Tax-advantageous exit planning strategies
Wealth Management
- Tax-savvy investment strategies
- Investment cost containment
- “Taxes-First” retirement plan
- Risk Alignment
Estate Planning
- Proactive estate tax planning
- Tax-oriented generational wealth transfer
- Trusts and foundations
Risk Mitigation
- Tax-optimized risk management strategies
- Business and personal asset protection
- Tax-optimized insurance coverages
Legal & Tax Compliance
- Legal team in-tune with tax and estate planning
- Timely and accurate tax compliance
- Tax compliance team that works in tandem with Family Office Director
Why have a Tax Strategist at the Helm?
Pogosian Tax Planning is a tax consulting and advisory firm that provides “Taxes-First” family Office services led by a tax strategist and former IRS agent—Vardan Pogosian, CPA.
It all must start with addressing taxes first. We strongly believe that a Family Office Director role that is filled by a tax strategist is the most optimal way to build and preserve wealth. Our “Taxes-First” approach is powered by our arsenal of more than 20 vetted tax planning strategies to help our clients design and implement a proactive tax plan.
We have also observed that a disproportionate number of our clients have experienced conflicts, excessive expenses, and inefficiencies because of collaborations with other firms and professionals (e.g legal team, estate attorney, etc). Through our Multi-Family Office structure, our clients can take advantage of the synergy that is created by having a tax strategist fill the role of the Family Office Director, a practice that was formerly reserved for only the ultra-wealthy.
Every family and their wealth are unique. Unique in size, language, relationships, and level of organization. Most family office management organizations concentrate on families that have $50 million or more in investable assets. At Pogosian Tax Planning, we specialize in helping families who have between $2 million and $50 million in investable assets, or $1 million or more per year in consistent income. We can work with existing professional service providers that a client may already have in place. If a client needs to add a provider to their family office team, we introduce clients to our vetted and trusted professional partners.
We structure every family office experience with tax planning at the forefront. Our belief is that proper tax planning is what drives all other pieces of your wealth preservation and growth. Implementing a proactive tax plan first is the best way to build lasting wealth for generations to come.