Legacy Lifestyle Solutions

Tangible Asset Management

TSG Tax Management offers elite Tangible Asset Management, ensuring your high-value assets are expertly handled with precision and care.

Real Estate Services

Whether buying, selling, or investing in luxury properties, we connect you with top-tier professionals to streamline transactions and align them with your long-term financial goals.

Home Advisory & Household Staffing

From estate managers and private chefs to security personnel, we find and manage top-tier household staff, ensuring your home operates seamlessly so you can focus on what matters most.

Property & Casualty Risk Management

Protecting your assets is just as important as acquiring them. Our risk management solutions safeguard your estate, valuables, and financial well-being through customized insurance strategies and proactive planning.

With Legacy Lifestyle Solutions, every detail is handled, allowing you to enjoy the luxuries of time, security, and peace of mind.

Financial Administration and Tax

Managing expenses can be complex, especially for ultra-high-net-worth families. Legacy Lifestyle Solutions streamlines financial administration with personal bookkeeping, bill pay, and projections for future income and tax liabilities.

Our staff delivers customized cash flow reports, year-end tax summaries, and advisory support, ensuring seamless coordination with your Financial Advisor or other key contacts.

Services are fully customizable, providing tailored solutions to meet your unique financial needs.

Bi-Annual Tax Projections

Stay ahead of tax responsibilities with mid-year and year-end projections. We review your income, deductions, and potential tax obligations to help you optimize your tax strategy and stay fully compliant.

Detailed Annual Budget

Gain financial clarity with a customized budget tailored to your income, expenses, and goals. Our strategic planning helps align cash flow with long-term objectives.

Payroll Statement Review

Ensure accuracy and compliance in payroll management. We verify calculations, tax withholdings, and benefits to optimize efficiency and avoid errors.

With TSG Tax Management, your tax and budgeting needs are expertly handled, providing you with financial confidence and peace of mind.

Investment and Retirement Coordination

We work closely with your Financial Advisors and Estate Planning Attorneys to ensure seamless alignment between your investment strategy, retirement planning, and estate goals. Our coordinated approach helps optimize wealth preservation, tax
efficiency, and long-term financial security.

With expert guidance and strategic collaboration, TSG Tax Management ensures your investments and retirement plans support your overall financial vision.

Estate Planning & Collaboration with Attorneys
Planning for the future is crucial to safeguarding your assets and family. We work closely with Attorneys to:

• Assist in preparing and maintaining your estate plan, ensuring that it reflects your evolving wishes and long-term goals.
• Review and update legal documents such as wills, trusts, and powers of attorney, adapting them to changes in your life or financial situation.

By collaborating with legal professionals, we help you structure a comprehensive estate plan that protects your assets and provides clarity for your beneficiaries.

Insurance and Health Management

Navigating healthcare and insurance can be overwhelming, even with access to top providers. Ensuring the right coverage for every aspect of life, health, property, and more requires expert oversight.

Our staff will guide you through provider selection and
treatment options while scheduling and managing your appointments. We manage your medical records and audit all medical expenses to ensure accuracy and efficiency.

With TSG Tax Management, you gain peace of mind knowing your insurance and healthcare needs are expertly managed.

Relocation and Housing Assistance

Whether acquiring, selling, or building a home, TSG Tax Management provides seamless support for every stage of the process.

Our experts handle all aspects of real estate transactions, from property searches to coordinating inspections and closing details. For those building a new home, we oversee construction projects, ensuring timelines and budgets are met.

With our guidance, your real estate investments are expertly managed, allowing you to transition effortlessly into your next chapter.

Credit and Identity Protection

Protecting your financial security is essential. TSG Tax Management provides proactive credit monitoring and identity theft protection to safeguard your personal and financial information.

We conduct regular credit report reviews to detect inaccuracies or suspicious activity early. If signs of fraud or identity theft arise, our team takes immediate
action to address issues, restore your credit, and implement preventative measures.

With our vigilant oversight, you can enjoy peace of mind knowing your financial identity is secure.

Emergency Response

TSG Tax Management provides expert support in handling emergencies, ensuring peace of mind and protection for your legacy.

Managing Insurance Claims

When an unforeseen event impacts your property or assets, our team steps in to handle all aspects of insurance claims. We assist with:

• Gathering proof of loss documentation to substantiate your claims and ensure accuracy.
• Coordinating with appraisers and legal teams to verify valuations and secure a fair settlement.

Our expertise streamlines the process, reducing stress while ensuring you receive the support you need.

Temporary Housing Services

If a catastrophic event such as a fire, earthquake, or other emergency forces you to relocate, we will act swiftly to secure a suitable temporary residence that meets your specific needs, ensuring minimal disruption to your lifestyle. We handle the logistics, including:

• Finding a Temporary Home: Identifying and securing a property for your immediate use, tailored to your preferences and location requirements.
• Turnkey Solutions: From arranging utilities and housekeeping to coordinating with moving services, we handle all logistical details, providing you with a
  seamless transition.
• Ongoing Support: Continuing to manage your needs throughout the rebuilding process, ensuring your temporary living situation remains as smooth and hassle-free as possible.

We minimize disruption so you can focus on what matters most: knowing your home and personal needs are in expert hands.

Signature Concierge Services

Let us turn your dreams into reality with our Signature Concierge Services, designed to provide seamless, unforgettable experiences. Whether for entertainment, travel, or everyday convenience, we handle it all.

Everyday Convenience

From restaurant reservations and appointment scheduling to
organizing your personal interests and hobbies, we ensure your daily life runs smoothly.

Custom Travel & Luxury Vacations

Our travel experts design personalized itineraries tailored to your preferences — whether you’re seeking an adrenaline-filled adventure like mountain climbing or a relaxing getaway aboard a private yacht. We handle flights, accommodations, and excursions, allowing you to focus on enjoying the journey.

Personalized Service & Accommodations

We will help you find luxurious private homes, villas, and fully staffed retreats, complete with drivers, chefs, and translators—all tailored to your needs. Every detail is expertly handled to ensure a hassle-free experience.

Exclusive Experiences & Entertainment

We have trusted partnerships with experienced professionals who provide you access to the extraordinary, offering exclusive tickets to sold-out shows, concerts, and sporting events, as well as VIP packages that include celebrity meet-and-greets to elevate your experience even further.

With TSG Signature Concierge Services, every experience is
customized to your lifestyle, leaving you free to relax and enjoy.