For Decades, SAGE’s team of world-class experts have provided highly specialized consulting focused on solving very complex tax problems for families & businesses across the country. CPA’s, Family Offices, Estate Tax Lawyers, and investment advisors partner with SAGE.
We welcome you to inquire and do the same. We understand the DNA of the tax code and use revolutionary, powerful proven methods to protect, preserve and greatly enhance wealth on a tax free basis.
We leverage our propriatory and proven strategies to work collaboratively with expert legal, tax and accounting teams to understand the unique challenges and opportunities their clients face. We source our deep subject-matter expertise to offer value-driven, unbiased advice. We design custom tax and estate planning structures that save your clients millions, while mitigating and managing risk at every turn.
Learn More →Our proven and unique solutions eliminate the burden of unnecessary taxation for the ultra high net worth individual, family or business and are backed by Top Law firms in the country. Our purpose is to create lasting value and tremendous wealth for generations to come. Sage clients have the opportunity to work with some of the top CPA's, tax law firms, estate planning law firms and most sophisticated insurance experts in the country - many of whom are not taking on new clients except through a referral from Sage.
Our areas of specialization include:
At Sage Consulting and Wealth Preservation, we value experience and integrity above all else. Our experts reflect those values, with wisdom built over decades and a fierce commitment to providing our clients and their advisors with the highest level of service. When we work at your side, bringing unique intellectual capital and a competitive drive for excellence, we are an expert extension of your team.
