Tax Services

Tax considerations are often intertwined with investing. Woodstock portfolio managers work closely with Woodstock Services Company’s tax professionals and, if applicable, with our clients’ other financial advisors to establish effective tax strategies designed to minimize current and future tax liabilities.

Woodstock Services Company puts a strong, sophisticated tax department at clients’ disposal to address the tax situations of individuals, families, trusts and estates. We understand the issues and appreciate the complexities involved.

You can learn more about the tax services we offer as part of our comprehensive approach to personal wealth management.