Our tax platform includes comprehensive services that are designed to optimize our clients’ savings and minimize the tax liabilities of their investments. Our in-house team of over 40 professionals have expertise in tax preparation and projections, quarterly estimates and payment coordination, withholding analysis, tax-saving strategies, revenue rulings, tax loss harvesting, among other services.

Clearstead offers extensive financial planning services that can provide clarity and organization to every aspect of an individual’s wealth. From estate planning and wealth transfer to cash flow planning and family education, we help clients secure and transfer their legacy across generations.

We offer the full range of trust services through our Clearstead Trust and Clearstead Avalon Trust subsidiaries. Both are state-chartered nondepository trust companies that serve as corporate trustees for Clearstead clients. We believe there are significant advantages to a corporate trustee for families and individuals, especially when integrated with Clearstead’s tax, planning, and investment capabilities.

Clearstead has deep capabilities in financial administration and reporting, bookkeeping, trust and foundation management, and family governance and education for family offices. In addition, we have expertise in helping families establish and manage family offices and single-family trust companies.

Our ClearAccess® platform simplifies investing in illiquid alternatives by enabling clients to invest in leading private investment vehicles sourced by Clearstead’s in-house research team. ClearAccess also streamlines alternatives administration, condensing tax reporting to a single K1. Clearstead currently manages nearly $3 billion in illiquid private investments for private clients and institutions. We also develop yearly series of private equity, credit, and hedge funds, simplifying the investment process for alternative investments.

Clearstead has nearly 40 years of experience partnering with institutions as an investment consultant, Outsourced Chief Investment Officer (OCIO), or retirement plan consultant. We have expertise in governance and oversight, asset allocation, manager selection, portfolio management, fiduciary services and education, and retirement plan governance, reporting, design, and benchmarking. The investments we recommend to institutional clients are sourced and monitored by our in-house research team, who also offer the same quality investment research to our private wealth clients.

Our in-house research team drives our best ideas for investment portfolios, sourcing high-quality opportunities that we can customize to meet each client’s unique objectives. Our research analysts conduct thorough due diligence on investment managers, ensuring that our recommendations align with our investment philosophy and clients’ needs.

Take advantage of our complimentary ClearSight Analysis, where we collect information about your finances and ask questions to learn more about your unique objectives. Our professionals then carefully analyze your information and formally recommend planning, tax, investment, and other financial strategies tailored to your aspirations. Contact us today to learn how we can help you and your legacy thrive.