Wealth Preservation

Capital Strategies helps minimize income and estate tax liabilities by implementing tax-efficient insurance strategies, facilitating bespoke insurance contract placement, and executing timely performance assessments for ultra-high-net-worth families. As a shareholder firm of M Financial, we arm our clients with proprietary, differentiated insurance products that feature preferential pricing, custom designs, and dedicated oversight.

Executive Benefits

Capital Strategies provides tax-efficient non-qualified executive benefit planning services to for-profit and non-profit entities for their highly compensated employees. Though not engaged in the practice of law, our tax lawyers specialize in simplifying complex code sections and regulations to assist clients in achieving maximum efficiency for both entity and executive compensation strategy.