SEIA Launches Tax Services Arm, Expands Family Office Capabilities
Signature Estate & Investment Advisors has launched SEIA Tax Services and expanded its family office capabilities as it seeks to provide more integrated planning for high-net-worth and ultra-high-net-worth clients.
The new tax-services entity combines SEIA’s planning methodology with technology-enabled tax analysis to help advisers identify opportunities, develop customized tax strategies and incorporate tax considerations throughout client relationships.
SEIA hired Tim Gacsy as director of tax services to lead the effort. Gacsy has 26 years of experience in complex tax matters and previously spent more than seven years leading tax and cost-basis initiatives at LPL Financial, where he supported more than 21,000 independent financial advisers. Most recently, he led tax strategy and consulting for a national family office.
“Income tax provides one of the clearest windows into a client’s overall financial picture,” Gacsy said in a statement. “By bringing tax conversations to the forefront, we can identify planning opportunities earlier, collaborate more effectively across disciplines and help clients make decisions with a clearer understanding of their long-term financial impact.”
The firm is also introducing a new client segment for households requiring more coordinated planning. Through an expanded relationship with Baker Tilly Family Office, qualifying clients will have access to additional resources in family governance, trust and fiduciary accounting, and family office advisory services.
The enhanced offering is aimed at clients navigating multigenerational wealth transfers, closely held business ownership, significant liquidity events, and other complex financial situations. It complements SEIA’s existing investment management, estate planning, tax planning, and financial planning services.
The rollout also includes a refreshed brand identity and redesigned website. SEIA said the changes reflect an evolution toward a more specialized, integrated client experience as wealth-planning needs become more complex.
Los Angeles-based SEIA manages approximately $32.6 billion in assets, including affiliated entities, as of June 30, and serves clients through 33 offices nationwide.