At Perigon, we take an integrated approach to managing wealth by providing tax planning advice.  We are in a unique position to assist our client's tax advisors in developing Wealth Transfer Strategies [1] designed to minimize income, gift, and estate taxes.  Many of our investment strategies are managed from a tax-efficient perspective (each tax lot and date of purchase is tracked and monitored).  Custom reporting is available to assist our client's tax and legal professionals.