We can help you tax-efficiently plan your financial future, including advising about the tax implications of your investments, succession and retirement plans; as well as your business interests. As you’d expect, we work with trusted partners in associated professions to keep up to date with legislation and guidelines throughout the year. However, we also use our contacts, research and high levels of attention to detail to make sure we know what’s on the horizon. Our proactivity and professionalism ensures that our families have the time to make calm, informed decisions when there are changes to legislation. Our scope of expertise enables us to advise across jurisdictions so we can give proactive advice on multinational family circumstances and aspirations both personally and commercially.

Your financial goals are unique. Whether you need help planning your estate or for your retirement, want to minimize your tax liability and protect your assets, or need your tax return prepared, Samet offers personal tax and financial consulting services you can rely on. We de-mystify the complexities of tax law, estate/gift planning and retirement planning, offering sound advice to help you integrate your tax strategies with your overall financial planning. Working with you and your investment manager, we can offer year-round guidance on the best tax strategy for major life decisions such as the sale of a home, cashing in stock-options, gifting to children or grandchildren, or the creation of a legacy plan or foundation. We are committed to providing you with information to help you make wise tax and financial decisions. Our tax services exceed basic planning and preparation. We continually develop advanced strategies and sound business advice to help our clients reach their goals.