Our Family Office Clients

Tacita Family Office is designed to serve individuals or families with a net worth of $15 million or more (excluding principal residence) or minimum investable assets of $5 million.

Most of our clients have complex affairs and face challenges such as:

complicated investment and tax situations,
major deferred tax liabilities,
material concentration risk,
substantial asset illiquidity, and
family business succession planning issues.

Typically, our Family Office clients have tired of fragmented ad hoc solutions to their needs and are looking for a long-term collaborative relationship with advisors who can relate to their concerns.

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