Solutions: How we can help you.

As your Personal CFO, we’re here to help coordinate all aspects of your financial life so you can focus on what’s most important to you.

 

Bootpack has a toolbox of services and strategies available to our clients, ranging from portfolio management and tax minimalization strategies to large purchase analysis and college education planning. Our strength lies in the combination of these services, crafting a unified solution greater than the sum of its parts.

Investment
Management

Employ institutional-quality asset allocation, portfolio construction, and selection of both traditional and alternative fund managers.

All decisions are guided by a tailored Investor Policy Statement to ensure alignment with your financial goals.

Integrated
Financial Planning

Integrate all aspects of financial management—investment, tax planning, retirement objectives, budgeting, legacy and multi-generational planning, and education funding—into a unified, long-term strategic framework.

Income
& Tax Advice

Provide personalized guidance to optimize clients' income streams and reduce tax liabilities. Strategies encompass tax-efficient asset placement, tax-loss harvesting, strategic business entity selection, year-end planning (SAMPLE), and proactive utilization of various tax sheltering and deferral mechanisms.

Retirement
Planning

Develop comprehensive short-term and long-term financial plans that address retirement income requirements and expense needs.

This includes optimizing savings through detailed 401(k) and IRA projections, enhancing Social Security benefits, strategizing account withdrawals, and employing charitable giving strategies to minimize tax liabilities

Estate &
Legacy Planning

Explore and optimize wealth transfer strategies to minimize estate, gift, and GST taxes, thereby maximizing family wealth for multiple generations. We collaborate with an estate attorneys to effectively implement plans. Additionally, we assess and select the most suitable charitable vehicles, including outright gifts, charitable trusts, donor-advised funds, or family foundations.

Detailed,
Consolidated Reporting

Provide regular, comprehensive reports on all your financial holdings, including non-Bootpack accounts, so clients get a total picture on their net worth. All fees, benchmarks, gains/losses are fully transparent. We also have the technology and expertise to report on private investments (including those held away) such as PE, HFs, VC, real estate and bespoke holdings.

Education
Planning

Optimize education funding plans for children and grandchildren, including 529 program selection, utilizing annual giving and superfunding 529s, custodial accounts, direct payment of tuition. Regularly run short-term and long-term projections so plans remain on track. Bootpack does not charge fees on 529 plans we help set-up and help manage.

& More Solutions

We help clients tackle most bespoke financial situations:

  • Large Purchase Analysis (e.g. Homes)

  • Divorce/Alimony

  • Cash Management & Cash Flow Analysis

  • Business Purchase or Sale, Employee Stock Options