Advanced Tax Solutions

Tax Strategy as a Wealth Preservation Tool

For families with significant wealth, tax is not an annual compliance exercise — it is one of the largest determinants of how much wealth transfers to the next generation. Extraordinary Trust takes a proactive, year-round approach to tax strategy that is fully integrated with your trust structures, investment portfolio, and estate plan.

Our Approach:

• Income tax minimization through strategic trust structure and distribution planning
• Estate and gift tax strategies including GRATs, QPRTs, and charitable lead trusts
• Generation-skipping transfer tax planning for dynasty trust structures
• Multi-state residency and domicile optimization
• Coordination with your CPAs, estate attorneys, and financial advisors
• Capital loss harvesting and charitable giving strategies