Signature Estate & Investment Advisors (SEIA), a wealth management firm, has announced the next phase of its evolution to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with increasingly complex planning needs through the launch of SEIA Tax Services, expanded family office capabilities and a refreshed brand experience. Veteran tax leader Tim Gacsy joins SEIA as director of tax services to lead the firm’s new tax entity, helping expand and formalize the firm’s integrated tax-planning capabilities.
Central to SEIA’s continued evolution is the launch of SEIA Tax Services. Building on the firm’s longstanding tax planning capabilities, SEIA Tax Services combines the firm's proprietary planning methodology with technology-enabled tax analysis to help advisors identify planning opportunities, develop tax strategies customized to each client and integrate tax considerations throughout the client relationship.
As part of this broader evolu
