What We Do
Our Services Are Built to Support Every
Moment of Your Wealth Journey
Our Services
Tax Minimization
Investment Management
Insurance Strategies
Retirement Planning
Trust Services
Estate & Legacy Services
Tax Minimization
We identify opportunities to structure your wealth more efficiently, minimize unnecessary tax exposure, and coordinate with your CPA and other professionals.
Your ability to manage and mitigate a cross-border tax strategy requires your investment, business, and estate decisions to work in unison.
What this means for you:
- Planning for U.S. and international tax considerations
- Greater oversight and guidance when moving assets between countries
- Proactive planning around major liquidity events
- More informed decisions before tax laws affect your wealth
Investment Management
Investments are only one part of your financial picture, but they play an important role in helping you achieve what’s most important.
We manage globally diversified portfolios that carefully address risk tolerance, tax situation, and cross-border considerations.
What this means for you:
- Sophisticated investment solutions with a tax focus
- Ongoing monitoring and proactive portfolio adjustments
- A disciplined approach that removes emotion from investing
- Strategies designed to complement your broader financial plan
Insurance Strategies
We’ll evaluate your existing coverage, identify potential gaps, and recommend solutions that can support your financial plan.
Our goal is always to help you feel prepared for life’s unexpected moments without paying for protection you don’t need.
What this means for you:
- Comprehensive review of your current insurance coverage
- Coverage recommendations based on your unique circumstances
- Guidance through major life and business transitions
- Coordination with your overall financial and estate plan
Retirement Planning
Many of our clients don’t view retirement as a time for slowing down. Rather, it’s about creating options and having the freedom to choose what’s next.
Whether you’re preparing to sell a business, split time between countries, or spend more days with the people you love, we’ll help create a financial strategy that gives you the flexibility of financial independence.
What this means for you:
- Sustainable income strategy designed to support your lifestyle
- Tax-conscious distribution strategies
- Ongoing guidance through changing priorities and life stages
- Protection against longevity and market risks
Trust Services
We’ll help you evaluate how trusts can support your family’s future.
Our team will coordinate with your legal professionals, while building out an estate plan that works seamlessly with the rest of your financial strategy.
What this means for you:
- Guidance on selecting the right trust structure for your goals
- Coordination on transferring assets to the trust effectively
- Ongoing trust administration support and oversight
- Trust funding strategies to help avoid unintended gaps
Estate & Legacy Services
Your legacy will define the mark you leave on your family and community. This vision sits at the center of our estate and legacy planning.
We’ll help coordinate your estate, beneficiary, and wealth transfer strategies to carry out your wishes with future generations in mind.
What this means for you:
- Multi-generational wealth transfer considerations
- Strategies to help reduce estate settlement complexity
- Coordination across all areas of your estate plan
- Proactive planning for children, grandchildren, and future heirs
Getting Started with Accretion
Interested in working together? Here’s what comes next:
Schedule an intro call
Let us know who you are and what’s on your mind. We’ll start discussing how we may be able to help.
Build your strategy
We’ll dive deeper into your specific circumstances before building a plan that aligns with your needs.
Move forward together
Once you’re comfortable and ready to get started, we’ll begin putting your custom plan into action.
Start the process
Sound Like You?
We proudly serve clients across the United States and Mexico including:
Cross-Border Business Owners
You’ve built a successful business operating across both the United States and Mexico. You’re accustomed to making important decisions, but recognize the need for specialized financial guidance and coordination.
International Investors
You’ve intentionally diversified a portion of your assets across borders. As you continue building wealth, your focus is on minimizing tax exposure, establishing a seamless wealth transfer process, and structuring wealth efficiently.
High-Income Professionals
You understand the importance of making smart, intentional wealth decisions today, but you can’t do it all on your own. To create and execute a coordinated strategy, you’re looking for professional guidance.