Wealth Management & Tax
High Net Worth
Maximize your wealth and tax efficiency with Paulson's all-inclusive wealth management including customized income and tax strategies.
How we deliver it
As wealth grows, financial decisions become increasingly interconnected. A portfolio rebalance can impact taxes, an option exercise can affect cash flow, and a tax return can reveal new planning opportunities. Because our advisors, portfolio managers, and tax preparers collaborate as one team, every recommendation is viewed through a unified lens rather than in isolation.
Tax prepared where the plan lives
Federal and state returns are prepared by our own tax team, informed by the same records that drive your portfolio decisions.
Independently verified performance
Reporting is verified by a third party, so results are measured on an objective, comparable basis.
Executives and concentrated positions
Equity compensation, restricted stock and diversification timelines are planned around your tax year, not around a calendar quarter.
What's included
Investment, tax and planning decisions are managed together rather than in separate silos. The result is a single, coherent strategy for growing and preserving wealth.
Returns are prepared by our tax specialists using the same records that inform your investment plan. Discrepancies between planning and filing are caught early.
We balance accumulation and defense based on your timeline, cash needs and risk capacity. The mix adjusts as markets and your circumstances change.
Portfolio strategy is set and executed by Paulson's own investment committee. You deal directly with the people making the decisions.
We evaluate both traditional and alternative opportunities against your liquidity needs and concentration risks. Access is curated, not product-pushed.
Stock options, restricted stock and deferred compensation are timed around your tax year and cash-flow needs. We help you avoid leaving money on the table.
We coordinate with your attorney to align accounts, beneficiaries and titles with your estate documents. The plan is reviewed when law or family structure changes.
An independent firm verifies returns so you can compare results objectively. Reporting is clear, consistent and auditable.
Trades, disclosures and account activity are supervised in-house. Problems are caught before they become client-facing issues.