Tax Strategy

Tax considerations influence nearly every significant wealth decision. When addressed in isolation, they often create unintended consequences elsewhere.

Our work focuses on integrating tax-aware thinking into broader wealth planning — helping families evaluate tradeoffs, timing, and structure in the context of their full financial picture. This is not tax preparation. It is strategic decision-making informed by long-term perspective.

Tax Awareness vs. Tax Optimization

Chasing short-term tax efficiency can undermine long-term outcomes. Not every decision should be optimized for the current year, and not every strategy that reduces taxes today improves flexibility tomorrow.

We help families think through tax decisions as part of a larger system; balancing efficiency with durability, liquidity, and optionality. In many cases, restraint is as valuable as action.

Tax strategy works best when it supports broader objectives rather than dictating them.

Structuring for Complexity

As wealth grows, complexity follows. Multiple entities, income streams, and jurisdictions create layers of tax exposure that require careful coordination.

We help families think through ownership structures, timing decisions, and strategic tradeoffs, coordinating with tax professionals to ensure decisions align with both current realities and long-term goals.

The goal is clarity and coherence, not cleverness.

Coordination With Trusted Advisors

We do not replace tax professionals. We complement them.

Our role is to help frame decisions, ask the right questions, and ensure tax considerations are evaluated alongside estate, investment, and personal factors. This coordination helps families avoid fragmented advice and unintended consequences.

How We Think About Tax Strategy

Tax strategy is most effective when it is anticipatory, not reactive. It requires patience, perspective, and an understanding of second- and third-order effects.

We emphasize decision quality over outcomes; recognizing that the right decision today should still make sense years from now.

Who This Work Is Best Suited For

This work is best suited for families and business owners whose tax considerations are intertwined with broader planning decisions.

It is not designed for transactional tax planning or short-term optimization, but for those seeking integrated, long-term guidance.

Intentional is a federally registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Intentional and its representatives are properly licensed or exempt from licensure. Tax-related information is provided for educational purposes only and is not intended as legal or tax advice. Clients should consult their CPA or tax professional regarding their specific circumstances. Intentional works in coordination with clients’ tax advisors but does not provide tax preparation services.