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Coordination

Family Office Tax Coordination

For family capital structures that require alignment between tax, investment, trust, and operating advisors.

The problem

Family capital is rarely held in one place, and tax that ignores that fact creates as much risk as it removes. Family Office Tax Coordination aligns tax across entities, trusts, investments, and operating interests — and keeps that alignment current as the structure evolves.

Who it’s for

Built for a specific kind of decision.

  • High-net-worth families coordinating tax across complex capital structures
  • Family offices aligning tax with investment, trust, and operating advisors
  • Fiduciaries and investors who need recurring oversight, not episodic advice

Scope of work

What the engagement covers.

Cross-advisor coordination

Tax aligned across the investment, trust, legal, and operating advisors involved.

Entity layering

The layered entities of a family structure kept coherent and consistent for tax.

Trust & investment integration

Trust and investment activity integrated so the tax picture stays whole, not fragmented.

Recurring oversight

Ongoing planning oversight that keeps the structure current as the family's position changes.

How Fortress works

One method, applied to this work.

The Fortress Hold Method is our way of turning complex tax facts into durable positions — a deliberate, five-step sequence built to hold under audit, professional review, and time.

Family-office work is continuity work: the same advisors hold the full picture across entities and years so single-year decisions never undo the long-horizon plan.

  1. 01Define the facts
  2. 02Evaluate exposure
  3. 03Build the structure
  4. 04Coordinate execution
  5. 05Monitor change over time

Related insights

Analysis

2026 · 9 min

The $15 Million Exemption Is Permanent: Why Pre-Sunset Bypass Trusts and SLATs May Now Work Against Your Clients

OBBBA made the estate, gift, and GST exemption permanent at $15 million per person, ending the multiyear sunset rush that drove private-client planning since 2022. The cliff is gone, but the structures built to beat it remain: formula-funded credit shelter trusts that mechanically over-fund the bypass and forfeit a second basis step-up, aggressive SLATs and IDGTs that now carry grantor-trust income-tax drag for no transfer-tax purpose, and disclaimer plans whose default has quietly become outright passage. The right response is not to re-announce the number but to re-read the documents against it.

Read insight

Analysis

2026 · 4 min

The Estate Exemption Cliff Is Gone: Planning at a Permanent $15 Million

For two years, estate planning ran against a clock: the federal exemption was scheduled to roughly halve at the end of 2025. OBBBA removed that clock. The basic exclusion amount is $15 million per person for decedents dying in 2026, indexed going forward, and made permanent. The use-it-or-lose-it pressure that defined recent planning is gone — but "permanent" is a statutory word, not a constitutional one, and the case for using exemption has not disappeared with the deadline.

Read insight

Analysis

2025 · 5 min

The $15 Million Estate Exemption Is Here to Stay: Rethinking Transfer-Tax Planning After OBBBA

For years, families with transfer-tax exposure planned against a cliff: the elevated estate and gift exemption was scheduled to be cut roughly in half after 2025, and the watchword was "use it or lose it." The One Big Beautiful Bill Act removed the cliff. The exemption is permanently set at $15 million per individual, and the IRS has now confirmed the 2026 figure. The planning question changes accordingly — from racing a deadline to building deliberately at a higher, stable exemption.

Read insight

Related industries

Sector environments where this work most often changes the answer.

All industries

Start here

Start with the situation, not the family office tax coordination brochure.

We begin by defining the facts and the timeline before recommending scope. If family office tax coordination is the right fit, we will say so — and if it is not, we will say that too.

Speak with a Fortress advisorAll services

A licensed CPA firm with CPAs on staff. Typical first response within one business day.