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11 Ways High-Income Families Can Lower Their Tax Bill

March 21 @ 12:30 pm - 1:30 pm

During this webinar, we’ll review a range of different techniques to lower current and future tax liabilities. These 11 techniques span tools that can be used every tax year, investment vehicles for tax deferral, and trust structures that can help in managing down your tax liability.

Bordeaux Wealth Advisors is an independent wealth management firm with $4 billionĀ¹ in assets under management. We
provide custom and comprehensive financial and investment advisory services to high-net-worth individuals and families
across the U.S. Our firm has offices in Silicon Valley and Kirkland. For more information about Bordeaux, please visit

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