Elevate your financial journey with seamless integration - where tax strategy meets wealth empowerment for high-net-worth individuals and families.
At Consilarus, we offer a flexible approach to financial management, allowing you to access our tax and financial planning services separately or as part of our comprehensive family office offering. Whether you're seeking assistance solely with tax optimization and wealth strategies or require the additional support of a family office for holistic financial planning, we tailor our services to meet your specific needs.
Our integrated process begins with gaining a deep understanding of your unique financial landscape. We collaborate closely with you to uncover your goals, concerns, and aspirations, considering every aspect of your financial picture. From there, we develop personalized tax and wealth strategies that not only optimize tax efficiency but also enhance the growth and preservation of your wealth over time.
We understand that every individual and family has distinct financial objectives. That's why we offer the flexibility to choose the level of service that best aligns with your goals and preferences. Whether you opt for our standalone tax and wealth management services or decide to take advantage of our comprehensive family office offering, you can expect the same high level of expertise and dedication from our team.
Let us guide you through a personalized journey where your financial aspirations are strategically integrated to propel you toward unparalleled success. Trust that your financial future is in capable hands with Consilarus.
Elevate Your Legacy with Comprehensive Family Office Services
At Consilarus, we specialize in crafting personalized solutions to meet the distinct financial needs of affluent families. Our experienced team seamlessly integrates wealth management, financial planning, and administrative support to provide a comprehensive and tailored approach to preserving and growing your family's wealth.
As your dedicated Family Office, we go beyond managing assets; we cultivate a holistic understanding of your family's aspirations. From intricate financial strategies to day-to-day administration, our commitment is to empower you with the time and confidence to focus on what truly matters – building a lasting legacy and nurturing the values that define your family.
Goals-based Financial Planning
Private Investment Access
Tax Strategy
Liquidity and Exit Planning
Private Banking
Philanthropic Planning
Education Planning
Family Governance
Working with Attorneys on Estate Planning and Trust Services
Financial Planning
Unlock Your Financial Potential with Personalized Financial Planning Services
The experience of a financial planner to properly plan and meet your financial goals is critical. At Consilarus, we offer comprehensive financial planning services.
We aim to help you understand the power of your wealth and enable you to leverage your wealth as a tool to fulfill your highest purpose. Our comprehensive financial planning strategies are designed to reduce the burden on your time. By allowing our team to manage your wealth day-to-day, you’re free to focus on achieving your highest ambitions.
Wealth Preservation Planning
Cash Flow & Debt Management
Investment Management
Insurance Solutions
Retirement Planning
Intergenerational Planning
Estate Planning
Divorce Financial Analysis
Tax
Empowering Individuals and Families with Expert Tax Solutions
Consilarus has the knowledge and experience to handle your and your family’s personal tax planning and filing needs.
Our expertise with federal, state, and local tax laws enables us to accurately file income, property, and informational tax returns with the appropriate jurisdictions. Our comprehensive services include:
