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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.

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