What We Do Best
At Monarch we love to EDUCATE, INSPIRE and PROTECT. These goals effect every aspect of the way we interact with our clients and maintain high-trust relationships with them and their family office.
We specialize in helping high net worth individuals, families and business owners in the areas of tax analysis, tax savings strategies, income and estate liquidity planning. We help those with strong income find ways to set aside additional pre-tax dollars and develop strategies for creating tax-free income streams long term through the utilization of vehicles such as the “Personal Pension”.
Firm Advantages
One of our core competencies is working alongside our client’s financial team — which typically includes their include their Family Office, CPA and estate planning attorney — to develop strategies that are in the client‘s best interest. Since our solutions and area of discipline don’t compete with the other members of the financial team, we are uniquely positioned to work closely with these advisors and provide unity and synergies, which brings tremendous value to our clients.