Holistic Wealth Management for High Net Worth Clients
Tax Planning and Strategies
- Income tax liability planning
- Deduction and year-end planning
- Tax efficient investing
- Tax loss harvesting
- Asset location
- Roth conversions
- Business continuity and succession planning
- Charitable giving, gifting strategies, and estate planning
- Multigenerational planning and wealth transfer
Logan Park acts as a fiduciary for clients and is a fee only investment adviser. All services are based on magnitude, complexity and scope of services provided. Logan Park Wealth Management does not provide legal or tax advice.
