SEIA expands tax and family office capabilities for HNW clients

Signature Estate & Investment Advisors (SEIA) is expanding its services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with the launch of SEIA Tax Services, expanded family office capabilities and a refreshed brand.

Veteran tax leader Tim Gacsy joins SEIA as director of tax services to lead the firm's new tax entity, helping expand and formalise the firm's integrated tax planning capabilities. Together, these enhancements reflect SEIA's continued evolution toward a more integrated approach to serving clients with increasingly complex planning needs.

Central to SEIA's continued evolution is the launch of SEIA Tax Services. Building on the firm's longstanding tax planning capabilities, SEIA Tax Services combines the firm's proprietary planning methodology with technology-enabled tax analysis to help advisers identify planning opportunities, develop tax strategies customised to each client and integrate tax considerations throughout the client relationship.

As part of this broader evolution, SEIA is also expanding its family office capabilities for clients with increasingly sophisticated planning needs. The firm is introducing a new client segment designed to serve households requiring a higher level of coordinated planning while expanding its family office capabilities through Baker Tilly Family Office, providing additional resources for clients navigating multigenerational wealth, business ownership, significant liquidity events and other complex financial situations.

"As we've continued to grow alongside high-net-worth and ultra-high-net-worth clients, we've continued evolving how we serve them," said Matt Matrisian, president of SEIA. "The launch of SEIA Tax Services, expanded family office capabilities and our refreshed brand all reflect the same goal: helping clients navigate increasingly complex financial lives with the right resources at the right time."

To lead SEIA Tax Services, the firm has appointed Tim Gacsy, who brings 26 years of experience helping individuals, families and business owners navigate complex tax matters. Before joining SEIA, he spent more than seven years leading tax and cost basis initiatives at LPL Financial, supporting more than 21,000 independent financial advisors, and most recently led tax strategy and consulting for a national family office. As director of tax services, Gacsy will work closely with advisers and planning teams across SEIA, overseeing the continued development of SEIA's tax consulting, planning and tax preparation services. He will equip advisors with additional resources to identify proactive planning opportunities, deliver more personalised tax strategies and connect clients with specialised knowledge as their financial needs become more complex.

Each client engagement follows SEIA's proprietary tax-first planning process, beginning with a comprehensive review of the client's tax return and overall financial picture, recognising that income tax provides a window into the client's broader financial life. Leveraging technology-enabled tax analysis with advisor oversight, clients receive a more personalised roadmap that identifies planning opportunities, prioritises implementation strategies and integrates tax considerations into investment management, retirement planning, estate planning and other financial decisions. As planning needs become more complex, advisors can draw on specialised tax resources to deliver more customised guidance for each client's unique circumstances.

"Income tax provides one of the clearest windows into a client's overall financial picture," said Tim Gacsy, director of tax services. "By bringing tax conversations to the forefront, we can identify planning opportunities earlier, collaborate more effectively across disciplines and help clients make decisions with a clearer understanding of their long-term financial impact."

Beyond expanding its tax capabilities, SEIA is also strengthening the specialised planning resources available to clients with increasingly complex financial needs. Qualifying HNW and UHNW clients will have access to specialised family office resources that complement SEIA's existing services in investment management, estate planning, tax planning and financial planning, including family governance trust and fiduciary accounting, and family office advisory services. These expanded capabilities provide more coordinated support for clients navigating increasingly sophisticated wealth planning needs.

"The biggest financial decisions our clients face rarely fit neatly into one silo," said Brad Repinsky, head of estate, tax and financial planning at SEIA. "Whether someone is preparing to sell a business, planning for the next generation or navigating a significant change in wealth, those decisions affect every part of their financial life. Expanding our tax and family office capabilities allows us to bring the right knowledge and resources together at the right time, so clients receive advice that's coordinated around their goals, not around individual specialties."

Re-disseminated by Wealth and Society