Your money is subject to tax virtually every time it moves. Between income tax, sales tax, capital gains tax, and estate tax, the cost of taxes over time is substantial. So it has never been more true that what you keep is more important than what you earn. At Lighthouse, our in-house expertise allows us to help clients preserve more of their wealth—and thus reach their goals more effectively and efficiently.

Our tax planning encompasses everything from completing tax returns, to advising on philanthropic strategies, to helping structure property sales. And of course, mitigating taxes is a core element in our investing and estate planning services. By continually pinpointing opportunities to ease our clients’ overall tax burden, we provide them with an important edge in meeting their objectives.