For high-net-worth individuals, Camota Partners provides sophisticated, family office services to safeguard and grow assets across generations. Our comprehensive services include:​

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Tax Planning and Optimization

We collaborate with tax professionals to minimize liabilities through strategies like tax-loss harvesting, charitable giving, and deferred compensation plans, ensuring compliance and efficiency.

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Estate Planning

We structure estate plans and coordinate with legal experts to preserve wealth and fulfill legacy intentions.

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Risk Management and Insurance Solutions

We assess exposure to risks (market, health, liability) and recommend solutions to protect assets and income streams.

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Philanthropic Strategy and Family Governance

We guide clients in creating charitable foundations, donor-advised funds, and family mission statements to align giving with values and strengthen family unity.

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Multi-Generational Wealth Transfer Planning

We facilitate smooth transitions of wealth to heirs or beneficiaries, addressing complexities like family dynamics, education funding, and inheritance tax implications.

 

Our advisors employ a fiduciary standard, blending market expertise with a deep understanding of each client’s aspirations to deliver peace of mind and financial security.