Quarterbacking Complex Technical Issues
Tax and estate planning
For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework. In conjunction with the Richter tax advisory business, Richter Family Office is uniquely positioned to help families navigate the complex world of tax and estate planning. Many of our clients work with the full suite of Richter tax, estate, and investment services, while others have longstanding advisory relationships elsewhere. Either way, the Richter Family Office is well suited to working with a multi-disciplinary team of professionals to save you the burden of quarterbacking complex technical issues.
We have the expertise to assess the tax risks of each investment strategy in order to ensure that your investment portfolio is tax efficient and aligns with your estate plan. We work with diverse teams of tax experts; those you may already be working with, and others we might suggest for your benefit. We can explain complex concepts so you can assess their merit and make a well-informed decision.
Meet our expertsThe people behind the expertise.
Danny RitterCPA, CA, CFA
Greg MooreCFA, FEA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Justine DelisleCPA, CA, Pl. Fin.
Sudharshan SathiyamoorthyPh.D., MBA
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
Food for thoughtWhat’s in the news & what you need to know.
Reaching Your Goals with Long-Term Portfolio Management.
Every family’s situation is unique. And if you’ve been at this for a while now, as we have, you’ll know that when it comes to investing, there are an abundance of variables that make that statement true: family, business endeavours, lifestyle, and goals are just a few considerations that differentiate one person’s situation (and portfolio) […]Click to read more.
Beyond Philanthropy: The Art of Impact Investing.
The term “impact investing” was born out of the idea that charitable giving or investing should not only be measured by financial returns, but rather should also consider the social and environmental impact the investment will make on the community. Impact investing is a growing sector with assets worth $502 billion in 2019, according to Campden […]Click to read more.
Research Manager Process.
“Manager research is really about asking the right questions. While we are respectful of managers, we are not overly concerned about asking questions that might be perceived as intrusive. You know areas you want to cover, but you also need to be perceptive regarding what the other person is saying. If you sense they’re uncomfortable […]Click to read more.