Family Offices & High Net Worth Individuals
Tax preparation that reflects the complexity of your wealth.
For individuals and families with significant assets, intricate entity structures, and long-term planning horizons, tax preparation is not a commodity. It is a decision system that shapes outcomes for years.
Margen delivers partner-grade judgment: the same depth of analysis, the same consideration of alternatives, and the same attention to defensibility that you would expect from a top-tier advisory firm.
The challenges we understand
Complex wealth creates complex tax situations. These are the realities our clients face - and the problems Margen is designed to solve.
Time-sensitive decisions with lasting consequences
Elections, timing choices, and structural decisions made under deadline pressure can compound for years. The cost of a missed opportunity often only becomes visible long after the return is filed.
Coordination across advisors and entities
Family offices typically work with multiple advisors, attorneys, and CPAs. Ensuring everyone is aligned - and that nothing falls through the cracks - requires a disciplined, process-driven approach.
Balancing optimization with defensibility
Aggressive positions invite scrutiny. Conservative positions leave money on the table. The best outcomes come from evaluating all compliant paths and selecting the one that balances benefit with risk.
Visibility into the "why" behind decisions
High-stakes returns require more than correct numbers. They require documentation, rationale, and a clear audit trail that can be explained years later if questions arise.
Our Approach
How we prepare returns for complex wealth
Margen combines advanced reasoning technology with the judgment patterns of experienced tax professionals. The result is a preparation process that reflects how the best advisors actually work.
Evaluate, don't assume
Where multiple compliant paths exist, we evaluate each against your full financial picture. The goal is not to find an answer quickly - it's to find the right answer.
Document, don't remember
Every material decision is recorded with context and rationale. Years later, when circumstances have changed and memories have faded, the record remains clear.
Coordinate, don't silo
Tax preparation is one piece of a larger wealth management picture. We work within your existing advisory structure, not around it.
The difference between a return that merely complies and one that truly optimizes is the depth of analysis applied to each decision point. That's what we deliver.
Capabilities designed for complexity
Family offices and high net worth individuals require capabilities that go beyond standard tax preparation. These are the areas where Margen delivers.
Multi-entity coordination
Trusts, partnerships, LLCs, and holding companies treated as a connected system - not isolated filings. Decisions in one entity are evaluated for downstream impacts across the structure.
Estate and generational planning
Tax preparation that accounts for wealth transfer strategies, basis step-up opportunities, and long-term family governance - not just this year's liability.
Investment income optimization
Capital gains timing, qualified dividend treatment, and loss harvesting strategies evaluated systematically to minimize tax drag on portfolio returns.
Multi-state and international exposure
Residency rules, apportionment, and treaty positions analyzed to ensure compliance while minimizing unnecessary state and foreign tax burdens.
Charitable giving strategies
Donor-advised funds, charitable remainder trusts, and qualified charitable distributions structured to maximize both philanthropic impact and tax efficiency.
Audit-ready documentation
Every material position documented with supporting rationale. If questions arise three or five years from now, the decision-making process is clear and defensible.
Built on trust, backed by technology
Margen uses data encryption and anonymization at every step to protect your privacy.
Ready for tax preparation that matches the complexity of your wealth?
Schedule a consultation to discuss your situation and see how Margen can help.