TAX OPTIMIZATION

FREEDOM CAPITAL’s objective is to protect and grow the assets of our clients, but  FREEDOM CAPITAL also strives to legally reduce the taxes that our clients pay as this increases our clients net investment returns. This involves evaluating specific tax-favored investments and, while working with legal, tax and accounting advisors, setting up structures, trusts, funds or life insurance wrappers – that benefit from specific tax treaties or other legal tax planning techniques and that lead our clients to make significant savings in their tax bill.