Empty Nest Families

Now that the children have spread their wings and are starting their journey of adulthood, you can start focusing on the next step of your legacy. Our Family Office builds off the work you’ve already done to create new possibilities for the next chapter of your life and bring a peace of mind for you and your family.

Wealth Planning

Wealth Planning

The transition from raising your family to looking forward to the next chapter in life can bring about a great deal of uncertainty. We understand your challenges that these new transitions bring with defining what your vision is and how your family will be supported in the future.

  • Retirement Planning
  • Tax Planning
  • Life Transitions - New Career/Business/Hobbies
  • Estate Planning
  • Insurance Planning

At TAMMA, this is the stage where our wealth planning process brings together the work you have done, with your vision, to create what is possible for your next chapter in life. A journey that brings you peace of mind.

Portfolio Management

Portfolio Management

As your life transitions into a new life stage, your portfolio management strategy needs to adapt and evolve to support you and your family in unique and different aspects. Concerns about taxes and wealth preservation become top of mind.

We understand the stress and anxiety that making investment decisions on your own can create. At TAMMA, we remove this emotional burden by building customized portfolios that align with your current and future goals, along with your risk tolerance.

Our portfolio management process is flexible and adapts to your changing life needs as well as changing market conditions, all while providing you peace of mind.

Tax Services

Tax Services

Taxes touch every part of your life, including your wealth management plan and investment portfolio. As part of our personalized Family Office, we offer tax preparation and planning for you. Preparing your tax return may sound like a good way to save money but could cost you more in the long run.

From stock options to required minimum distributions and potential multi-state filings, now more than ever, you need an integrated tax strategy to minimize your tax liability while maximizing your after-tax returns. Our tax planning process is year-round and integrates within your wealth management plan and portfolio management strategies, providing even greater value.

Having tax services within your personalized Family Office helps to reduce the multiple financial and lifestyle pressures facing your family while providing you peace of mind.