Of the many services we provide, within our asset allocation modeling studies, we have the capability to provide custom after-tax capital market assumptions in addition to the standard assumptions we use for pre-tax models. Assumptions for taxation can be customized and informed by current investment managers and their turnover attributes. We also understand that in the taxable investor world, changing asset allocations can take time and needs to be coordinated with cash flow planning, investment managers for security turnover impacts, and discussions with our clients’ family offices and/or tax professionals. We also are cognizant of security and other investment concentrations that may be present in family portfolios due to past wealth generation and the need to wisely integrate diversification plans in a tax aware and forward planning fashion.