Comprehensive Tax Strategy & Planning for Founders, Executives, and High-Net-Worth Families
Taxes can be one of the biggest drags on wealth creation, especially if you have high income, concentrated stock, or liquidity events. Our advanced tax planning strategies are designed to help manage the impact of taxes on your wealth through proactive, tax-efficient approaches tailored to your situation.
Reduce your tax bill by offsetting ordinary income
Diversify out of concentrated positions tax-efficiently
Generate recurring tax benefits from long-short tax-loss harvesting
Defer capital gains taxes by reinvesting in commercial real estate
Schedule a tax strategy session
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The Certuity Difference: Your Tax Strategy Partner
✔️ Expertise – As entrepreneurs ourselves, we understand complex taxes, liquidity events, and concentrated stock risk. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
✔️ Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities. We can also minimize future tax drag by optimizing your wealth ahead of liquidity events, whether it’s an IPO, sale, or secondary.
✔️ Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.1
Our Advanced Tax Planning Strategies
About Certutiy
Certuity is an industry-ranked wealth management firm and multi-family office founded in 2003. As an independent, fee-based registered investment advisor, we operate under the fiduciary standard, meaning we are legally obligated to act in our clients' best interests.
Our mission is to protect and grow the wealth of our families through comprehensive and personalized service.
Leadership You Can Trust
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The Forbes Top RIAs ranking was given on October 1, 2025 and was created and tabulated by Forbes and Shook Research. The ranking was formulated based on the period of October 2024 - October 2025.
- The Barron’s Top 1,200 Advisors ranking was given for the years of 2014 - 2024 and was created and tabulated by Barron's. In 2025, the ranking was given on March 11, 2024 and was formulated based on the period of March 2024 – March 2025.