Navigating the world of tax strategies is crucial to any wealth management plan. Income and estate tax considerations also need to be carefully considered. BGI therefore incorporates tax strategies into all aspects of your financial planning,”, with attention to short, medium and long term goals. This process involves working with your accounting team to implement strategies and provide information for timely preparation of tax compliant requirements.
As your advisory team grows, composing solid reports becomes more crucial. Our mission is to ensure that the team is always in a position to make informed decisions.