Newport Beach, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tax Efficient Asset Management Solution, Inc.
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Firm-wide stats for Tax Efficient Asset Management Solution, Inc.
About
Tax Efficient Asset Management Solution, Inc. (TEAMS) serves high‑net‑worth individuals and corporate clients, delivering tax‑focused portfolio management, comprehensive financial and estate planning, and bespoke investment policy statements. The firm provides both tactical and comprehensive planning deliverables—such as Value Proposition Letters and Family Wealth Blueprints—along with portfolio management and real‑estate/debt investment advisory services.
TEAMS follows a phased, multidisciplinary process that combines proprietary software, cash‑flow and estate‑optimization modeling, and fiduciary coaching to evaluate after‑tax outcomes and coordinate implementation. While TEAMS develops investment policy statements and implements planning recommendations, it typically delegates day‑to‑day asset management to third‑party managers and uses sub‑advisory relationships to execute the IPS-driven strategies.
What distinguishes TEAMS from many peers are its formal affiliations: the brochure discloses an affiliated law firm (Million Voorhees Ziebold LLP d/b/a Family Office Law), ownership and sub‑advisory links with Pan Global Advisers (including a fund of funds relationship), and an affiliated insurance agency (Integrated Family Office Insurance Services, Inc.). These cross‑entity relationships support integrated legal, tax, investment, and insurance coordination but also create potential conflicts that the firm addresses through a Multi‑Disciplinary Planning Disclosure and other disclosures to clients.
Expertise
Occupation focus
Location
4590 Macarthur Blvd, Suite 175
Newport Beach CA 92660
Advisors at this office
1
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